Domestique Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$85,616,050
Total clients
293
11% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
147
Average account size
$292,205
About
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 reports discretionary management of approximately $102.6 million in assets and offers supplemental services including payroll processing and tax return preparation in addition to ongoing portfolio oversight.
Its investment approach combines passive, asset‑class portfolios built with index mutual funds and ETFs with a dual‑momentum overlay to select and tilt between assets; accounts are managed on a discretionary basis and guided by each client’s investment policy, risk tolerance, and periodic review. Financial planning work routinely integrates retirement, tax, estate, cash‑flow, and business planning considerations, and clients receive account reviews at least quarterly.
Domestique Capital is atypical among similar small advisers in several ways: one principal holds CPA and CFP credentials with a background in Big Four tax practice and the firm offers tax and payroll services directly, effectively blending advisory and accounting capabilities. The firm also participates in a wrap fee program and its principals are licensed to sell insurance products, arrangements the brochure discloses as potential sources of conflicts of interest.
Client services
Fee options
Financial planning upfront fee starting at $1,500; Single issue planning fees $300-$600; Tax filing services $25-$1,200
$1 - $399,999: 1.00% $400,000+: 0.75%
$150 to $250 per hour (available for financial planning in certain circumstances)
Financial planning ongoing fee ranges from $150 to $500 per month or $450 to $1,500 per quarter
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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.
Main office location
Domestique Capital LLC
Larue TX, United States
Number of offices
1
Forms ADV
Quick links
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