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Damon Gonzalez

Advisor at Domestique Capital LLC

Updated today

Location

Larue, TX

Credentials

Series 66

Industry experience

25 years

About

Damon Gonzalez is a financial advisor at Domestique Capital LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Domestique Capital since 2016, following seven years at Cambridge Investment Research advisors, Inc. Gonzalez is also an independent insurance agent for various companies. Domestique Capital is a small, state-registered advisory firm serving individual and high-net-worth clients with individualized investment management and comprehensive financial planning. The firm uses a passive, asset-class portfolio approach combined with a dual-momentum overlay and offers supplemental services including payroll processing and tax return preparation.

Client services

Based on Domestique Capital LLC

Financial planning Portfolio management

Expertise

Based on Domestique Capital LLC

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy

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Fee options

Fixed

$300 - $600 (single issue planning); $25 - $4,000 (tax return services)

Percentage

$1 - $399,999: 1.00% annually $400,000+: 0.75% annually

Project-based

$150 - $250 per hour (hourly planning)

Subscriptions

$150 to $500 per month or $450 to $1,500 per quarter (ongoing financial planning fee)

Location

Larue, TX

Most active in

Texas

Work history

Domestique Capital LLC

2016 - Present (10 years)

Cambridge Investment Research Advisors

2009 - 2016 (7 years)

Cambridge investment Research, Inc.

2009 - 2016 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kimberly G

Series 65

Larue, TX

Domestique Capital LLC

Kimberly Gonzalez is a financial advisor at Domestique Capital LLC with nine years of industry experience. She has been with Domestique Capital since 2016 and previously worked at Thomas, Edwards Group from 2011 to 2017. Gonzalez holds a Series 65 designation and is licensed to sell auto, homeowners, and commercial insurance on a limited basis. Domestique Capital is a state-registered advisory firm serving individual and high-net-worth clients with personalized investment management and comprehensive financial planning. The firm employs a passive, asset-class investment approach enhanced by a dual-momentum overlay and offers additional services such as payroll processing and tax return preparation.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy
user avatar

William B

Series 63, Series 65

Athens, TX

Oasis Advisors

William Bone is a financial advisor with Oasis Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Oasis Advisors in 2025, he worked at Terra Wealth Management and PrimAmerica Financial Services. Before his financial career, he practiced dentistry for over four decades. Bone is also involved in insurance sales, dedicating about 10% of his time to this activity. Oasis Advisors provides investment advisory services to individuals, high-net-worth clients, corporations, and pension plans. The firm uses a combination of fundamental, quantitative, and modern portfolio theory in constructing long-term portfolios and offers ongoing portfolio management, financial planning, and pension consulting.

Private / alternative investments Annuities Real estate investing Founder/Business Owner Executive
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Tom F

Series 66

Frankston, TX

Grimes & Company

Tom French Jr. is a financial advisor at Grimes & Company with 21 years of industry experience. He holds the Series 66 designation and has worked at Grimes & Company since 2017, following an 11-year tenure at TD Ameritrade. Grimes & Company Wealth Management provides investment management and financial planning services to individuals, business entities, trusts, estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm manages approximately $5.6 billion in assets across a multi-team platform, offering customized investment strategies that include mutual funds, ETFs, individual securities, and alternative structures, along with retirement plan services and sub-advisory arrangements.

Options & derivatives strategies Private / alternative investments ESG / Sustainable investing Founder/Business Owner Retired

Adam P

Series 66

Athens, TX

Edward Jones

Adam Piper is a financial advisor with Edward Jones in Athens, TX, holding a Series 66 designation and 20 years of industry experience. He has been with Edward Jones since 2006. Outside of advising, he serves as president of MLP Holdings LLC, an office lease business he established. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Retirement withdrawal strategies Retired Founder/Business Owner Executive
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Sean R

Series 63, Series 65

Athens, TX

LPL Financial

Sean Ray is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is the owner of Casa Del Ray Cattle Co, a business unrelated to investment activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Gavin H

Series 66

Athens, TX

Edward Jones

Gavin Hardin is a financial advisor at Edward Jones with one year of industry experience. He previously worked at First State Bank for two years and has a background as a full-time student. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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