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Calton & Associates, Inc.

ShareholderDominion Portfolio Management, Inc.CRD 20999

About Calton & Associates, Inc.

Calton & Associates, Inc. is listed as Shareholder at Dominion Portfolio Management, Inc. in Marble Falls, TX. Form ADV reports a beneficial ownership band of Over 75%. Calton & Associates, Inc. is associated with 2 registered advisers.

Reported ownership

Owns Over 75% of Dominion Portfolio Management, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Calton & Associates, Inc. work?

Calton & Associates, Inc. is listed as Shareholder at Dominion Portfolio Management, Inc. on SEC Form ADV.

How much of Dominion Portfolio Management, Inc. does Calton & Associates, Inc. own?

Form ADV reports a beneficial ownership band of Over 75%.

Dominion Portfolio Management, Inc.

TitleShareholder
OwnershipOver 75%
Control personYes
Since2023
View Dominion Portfolio Management, Inc. →

Mutual Trust Asset Mgmt., Inc.

TitleShareholder
OwnershipOver 75%
Control personYes
Since2024
View Mutual Trust Asset Mgmt., Inc. →