Domestique Capital LLC

Domestique Capital provides discretionary investment management and financial planning primarily for individual clients, including high‑net‑worth households. In addition to portfolio management, the firm offers payroll preparation (quarterly 941, annual 940, W‑2) and tax return filing services as part of its service set, which clients may choose to use alongside or separate from investment services.

The firm builds individually tailored investment plans based on each client’s objectives, time horizon, risk tolerance, and tax considerations, and manages all client assets on a discretionary basis (total AUM roughly $102 million). Implementation emphasizes low‑cost passive instruments such as index mutual funds and ETFs, supplemented by a dual‑momentum strategy to select and rotate among asset classes; advisory fees are charged as a percentage of assets under management.

Noteworthy distinctions include the firm’s participation in a wrap fee program and that its principals are licensed to sell insurance products and receive customary insurance compensation, which the brochure discloses as a potential conflict of interest. The combination of investment management with payroll, tax‑filing, and accounting/tax planning capabilities is uncommon among peers of this size and may appeal to clients seeking bundled financial and administrative services.