Dominion Portfolio Management, Inc. is a large advisory firm based in Horseshoe Bay. It manages $106.41 million of regulatory assets for 563 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Colorado, Illinois, Indiana, and 7 other states.
Dominion Portfolio Management provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Dominion Portfolio Management, Inc. is $106.41 million. The firm's AUM has grown by 203% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Dominion Portfolio Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Shirley Mae Crisler is individuals with 543 clients and $78.82 million of assets under management. Among the 10 most similar advisory firms, Dominion Portfolio Management has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $106.41 million for 563 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Dominion Portfolio Management doesn't advise any private funds.
The company employs 30 people that are either part- or full-time employees. 93 percent of the employees work as investment advisers or researchers. 28 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Dominion Portfolio Management, Inc. is owned by Jimmy Dale Phillips. Shirley Mae Crisler has been acting as President since 1 May 1995. William Neel Mayo joined the executive team most recently as the Owner.
The principal office where Dominion Portfolio Management, Inc. performs its advisory services is located at 9000 Highway 2147 West, Horseshoe Bay, TX 78657 The mailing address of the firm is P. O. Box 4768, Horseshoe Bay, TX 78657. An additional office of the firm is in Jackson, TN. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 210-265-8050 or by fax 210-764-5353. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at domiinvestors.com.