A complete list of active advisors currently associated with Dominion Capital Management, LLC
Warmer can help you find a great advisor at Dominion Capital Management, LLC or one who fits your needs even better.
Dominion Capital Management provides discretionary and non‑discretionary investment management, financial planning, and consulting to individuals, high‑net‑worth clients, and business entities. It also offers retirement‑plan advisory services, including acting as an ERISA 3(21) or 3(38) advisor to qualified plans with services such as IPS development, investment selection, monitoring, and participant education. The firm tailors portfolios to clients’ stated goals, time horizons, and risk tolerances and employs methods that include technical analysis, charting, and trend analysis; strategies can include long‑term holdings, shorter‑term trading, and option strategies. Dominion may retain third‑party sub‑advisors to implement models and execute trades while maintaining the primary client relationship and oversight. Compared with peers, the firm’s practice is notable for its affiliations with an accounting practice and an insurance agency and for dedicating substantial professional time to those businesses; these affiliations create potential conflicts that the firm discloses and manages under its fiduciary procedures. Providing both ERISA 3(21) and 3(38) pension consulting alongside integrated accounting and insurance services is uncommon for firms of this type and may appeal to plan sponsors or clients seeking combined tax, accounting, and retirement plan advice.
To learn more about the advisors currently working at Dominion Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Clinton, OK
| 21
|
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