CRD: 338047
Dominion Financial Advisors, LLC
$101.5K Total AUM
$101.5K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-14-2025
- Office Locations
- 1
Office Locations
-- Dallas TX
About Dominion Financial Advisors, LLC
Dominion Financial Advisors is a Texas-registered, Dallas-based fee-only fiduciary RIA providing financial planning, ongoing plan management, and investment management for commercial real estate professionals (brokers, corporate and landlord reps), while also serving select families and individuals. Clients access planning through a RightCapital portal, and the firm custodies with Charles Schwab.
Team overview
-- AVG AGE
$101.5K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
0.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
P
Paul Samuel Williams
Chief Compliance Officer, PRINCIPAL
- CRD
- #8145499
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,488 | -- |
| Non-Discretionary | $0 | -- |
| Total | $101,488 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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