Dominion Wealth Advisors, LLC

Dominion Wealth Advisors, LLC offers ongoing investment supervisory services to individuals, high‑net‑worth investors, and business entities, developing an Investment Policy Statement for each client and managing portfolios across mutual funds, equities, fixed income, ETFs, hedge funds, REITs, private placements and insurance products. The firm states it has no account minimum and customizes implementation to the client’s stated goals, risk tolerance and time horizon.

The firm’s investment process draws on multiple methods of analysis — charting, fundamental, technical and cyclical — and employs both long‑ and short‑term strategies, including short sales, margin transactions and options writing; it typically seeks discretionary authority to execute client-directed portfolios. Dominion charges asset‑based fees billed quarterly in arrears, does not participate in wrap fee programs and does not accept performance‑based compensation.

Distinctive elements disclosed in the brochure include affiliations with an accounting practice and the firm principal’s insurance license, with the brochure noting that commissionable insurance products may be offered and that clients are not required to use those affiliated services. The firm operates as a single‑advisor practice that manages assets in‑house, uses a custodian relationship that may provide research/soft‑dollar benefits, and allows client‑directed brokerage — operational and affiliation features that can affect execution, custody and potential conflicts of interest relative to many peers.