MARBLE FALLS, TXCRD 106918Latest ADV April 17, 2026
Dominion Portfolio Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Marble Falls, TX. Its latest Form ADV filing, dated April 17, 2026, reports $277M in regulatory assets under management, 18 employees, 13 offices, and 782 accounts.
Assets Under Management
$277M
Employees
18
Offices
13 offices
Total Clients
782
Primary office
MARBLE FALLS, TX
1002 MARBLE HEIGHTS DR, SUITE 101, MARBLE FALLS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 96.7% of total clients.
Top client categories% of clientsClients
1
Individuals
96.7%
756
2
HNWI
3.3%
26
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$277Mas of April 17, 2026
Discretionary100.0%
$277M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$277M
Total Accounts782
10Y AUM Change+$171M (+160.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee43:1
10Y Employee Change-10 (-35.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.