Dominion Portfolio Management, Inc.
● SEC registered since 2019CRD 106918SEC# 801-115280Marble Falls, TX
Reg. AUM
$277.1M
Employees
18
Accounts
782
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 $277.1 million in regulatory assets under management and employs 18 people.
Dominion Portfolio Management, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Calton & Associates, Inc. Control | Shareholder | Over 75% | 2023 |
| Derek Jay Calton Control | Vice President/Director | Under 5% | 2023 |
| Dwayne Kent Calton Control | President/Director | Under 5% | 2023 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Dominion Portfolio Management, Inc. manage?
Dominion Portfolio Management, Inc. reports $277.1 million in regulatory assets under management on its Form ADV.
How many employees does Dominion Portfolio Management, Inc. have?
Dominion Portfolio Management, Inc. reports 18 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
| Address | 809 12th Street, Suite C3 - B & C, Marble Falls, TX 78654 |
| Phone | 813-264-0440 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$277.1M▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$277.1Mregulatory AUM
Discretionary $277.1M