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Dominion Portfolio Management, Inc.

● SEC registered since 2019CRD 106918SEC# 801-115280Marble Falls, TX
Export (members)
Reg. AUM
$261.3M
Employees
20
Accounts
616
Location
Marble Falls, TX

Dominion Portfolio Management, Inc. assets under management

Dominion Portfolio Management, Inc. operates as an SEC-registered investment adviser based in Marble Falls, TX. The firm has been registered since 2019. It reports $261.3 million in regulatory assets under management and employs 20 people.
View on SEC.gov ↗

Dominion Portfolio Management, Inc. owners & executives

8 reported
NameTitleOwnershipSince
Calton & Associates, Inc. ControlShareholderOver 75%2023
David Scott Cole ControlChief Financial Officer/FinopUnder 5%2025
Derek Jay Calton ControlVice President/DirectorUnder 5%2023
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Frequently asked questions

How much does Dominion Portfolio Management, Inc. manage?

Dominion Portfolio Management, Inc. reports $261.3 million in regulatory assets under management on its Form ADV.

How many employees does Dominion Portfolio Management, Inc. have?

Dominion Portfolio Management, Inc. reports 20 employees.

Where is Dominion Portfolio Management, Inc. located?

Dominion Portfolio Management, Inc. is based in Marble Falls, TX and has been SEC-registered since 2019.

Does Dominion Portfolio Management, Inc. disclose fund performance?

Dominion Portfolio Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1002 Marble Heights Dr, Suite 101, Marble Falls, TX 78654
Phone813-264-0440
Office hours8:00 a.m. To 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$261.3M
Non-discretionary$0
Total (RAUM)$261.3M