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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-13-2009
- Office Locations
- 1
Office Locations
About Dominion Financial Consultants, LLC
Dominion Financial Consultants is a fee-only advisory and consulting firm (founded 2006) serving a limited number of individuals, small businesses, and select nonprofits in the Washington, D.C. area. The team provides comprehensive, customized guidance with a holistic client relationship. As fiduciaries and NAPFA members, they do not sell products or accept commissions.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on April 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Dominion Financial Consultants, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHRISTINE RUSHIN MISTR
Chief Executive Officer, Owner
- CRD
- #5199325
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,834,285 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,834,285 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Dominion Financial Consultants, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.