Dominion Portfolio Management, Inc.
Dominion Portfolio Management, Inc. is an SEC-registered mass-market adviser in Marble Falls, TX with $277.1M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Dominion Portfolio Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106918, SEC 801-115280, data through 2026-06-02.
- AUM (assets under management / regulatory AUM)
- $277.1M (2026-06-02)
- Firm type
- Mass-Market Adviser
- Location
- Marble Falls, TX
- Employees
- 18
- Clients
- 782
- CRD
- 106918
- Ownership
- CRISLER, SHIRLEY, MAE; ARCHAMBO, MARK, WAYNE; SHROPSHIRE, CAMERON, EDWARD; DOMINION FINANCIAL SERVICES, INC.; COWART, EDMUND, M
How much AUM does Dominion Portfolio Management, Inc. have?
Dominion Portfolio Management, Inc. reported $277.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-02).
Who owns Dominion Portfolio Management, Inc.?
Disclosed owners and executives of Dominion Portfolio Management, Inc. include CRISLER, SHIRLEY, MAE, ARCHAMBO, MARK, WAYNE, SHROPSHIRE, CAMERON, EDWARD, DOMINION FINANCIAL SERVICES, INC., COWART, EDMUND, M. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.