Domani Investments Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,031,130
Clients
14
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
14
LowAverage account size
$716,509
About
Domani Investments Inc. provides discretionary investment management and fixed-fee financial planning primarily for individual clients, personal trusts and IRAs. As of March 10, 2026 the firm reports $10.0 million in discretionary assets under management across 14 clients and prepares diversified portfolios of equities, fixed income and money market instruments.
The firm tailors portfolios to each client’s income, balance sheet, age, time horizon and risk tolerance, implementing diversification across asset class, style, capitalization, sector, region and maturity and primarily using exchange-traded funds while generally avoiding leveraged ETFs and capping single positions at 10% of a portfolio. Accounts are reviewed monthly by the principal and management fees are billed semi-annually in arrears and typically deducted from the client’s custodial account.
A feature that is less common among peers is the firm’s provision of portfolio management for institutional clients in addition to its individual and trust work, which may be noteworthy given the firm’s small client roster and $10.0 million AUM. The principal also maintains outside work as a teacher (about 20 hours per week), the firm uses Schwab Advisor Services for custody and institutional support, and it offers standalone financial plans for a fixed fee.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Fee options
$250 for financial planning; $100 per update
$0 - $300,000: 1.00% $300,000 - $1,000,000: 0.75% $1,000,000+: 0.50%
Main office location
Domani Investments Inc.
Sugar Land TX, United States
Number of offices
2
Most active in
Domani Investments Inc. has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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