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.
| Title | Shareholder |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2023 |
Mutual Trust Asset Mgmt., Inc.
| Title | Shareholder |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2024 |