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Dominion Portfolio Management, Inc.

Dominion Portfolio Management, Inc.. CRD 106918

D

CRD: 106918

Dominion Portfolio Management, Inc.

Marble Falls, TX, 78654
8132640440
$277.1M Total AUM
$277.1M Disc. AUM
-- 3Y CAGR
18 Employees
782 ADV. Clients
30 yrs Firm Age

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Firm Details

Custodian
Hilltop Securities
Clients
Retail
Platforms
--
Established Date
03-06-1996
Office Locations
15

Office Locations

101 S Wenatchee Avenue Suite C Wenatchee WA
150 West Gibson Jasper TX
1509 West Panola Carthage TX

About Dominion Portfolio Management, Inc.

Dominion Portfolio Management, Inc. is a Marble Falls-based RIA with 15 offices. The firm has been operating for 30 years. Managing $277.1M in total assets under management, with 18 advisory representatives. They custody assets with Hilltop Securities. Services offered include Asset Management, Financial Planning, Insurance.

Team overview

52 AVG AGE
$15.4M AVG AUM / ADVISOR
$354.4K AVG AUM / CLIENT
9.2 yrs AVG TENURE
18 Employees
18 Advisory Reps
18 RIA Reps
30yrs Firm Age

Insights

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Asset Classes

Element Alpha ember

Client Personas

Crest crest

Investment Themes

Catalyst Focus element

Investment Vehicles

Vertex

Services

Alpha alpha Fusion insight Unison Radial ember

Owner & Executives

D

DEREK JAY CALTON

DIRECTOR, VICE PRESIDENT

CRD
#1192608
Ownership
Less than 5%
(550) 936-3965
signal.delta@summitcapital.com
in linkedin.com/in/glacier-frontier
DWAYNE KENT CALTON

DWAYNE KENT CALTON

DIRECTOR, President

CRD
#501638
Ownership
Less than 5%
(881) 284-9144
quantum.timber@primecapital.com
in linkedin.com/in/ridge-momentum
C

Capital quantum

Momentum radial timber

CRD
#52407
Ownership
15.7%
(787) 265-7607
value.element@meridiancapital.com
in linkedin.com/in/optima-beacon

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Contacts

S

STEPHANIE DIANE ACOSTA

Vice President

CRD
#6983351
(248) 336-1667
crest.pioneer@northcapital.com
in linkedin.com/in/vital-ember
DARYL ANTHONY ARNETT

DARYL ANTHONY ARNETT

Financial Advisor

CRD
#4495175
(517) 461-7131
delta.fusion@frontiercapital.com
in linkedin.com/in/matrix-horizon
P

Peak zenith

Horizon atlas capital

CRD
#40911
(240) 312-4292
momentum.unison@matrixcapital.com
in linkedin.com/in/pathway-ridge

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-12-2022
08-16-2023
03-20-2024
05-14-2025
06-02-2026
Category Assets AVG. Account size
Discretionary $277,125,069 $354,380
Non-Discretionary $0 --
Total $277,125,069 $354,380

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Separately Managed Accounts

Total SMA Asset: $277,125,069

$277.1M Total SMA
Public Funds:
8.4%
Equity - Exchange:
19.7%
Cash:
31.3%
U.S. Government/Agency:
40.6%
Asset class Assets Assets %
Public Funds $263,566,640 8.4%
Equity - Exchange $618,126,526 19.7%
Cash $982,099,505 31.3%
U.S. Government/Agency $1,273,905,429 40.6%
Total $3,137,698,100 100.0%

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