Dominion Portfolio Management, Inc.

Dominion Portfolio Management, Inc. (CRD# 106918) is a financial advisory firm headquartered in Horseshoe Bay, TX. They manage $16,700,058 in 106 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    106
    ACCOUNTS
  • Average Account Value
    $157,548
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, MI, OK, TN, TX

Financial Advisors at Dominion Portfolio Management, Inc.
Showing 1 - 10 of 17 top financial advisors.
1
Mark W. Archambo
CRD#: 1673061
310 Se Osage, Bartlesville, OK 74003
96
Wealthminder
score

Mark Archambo (CRD# 1673061) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Bartlesville, OK and has over 30 years of experience in the finance industry. Mark Archambo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Don E. Boyd
CRD#: 1321182
615 Sw 8th Avenue, Amarillo, TX 79101
93
Wealthminder
score

Don Boyd (CRD# 1321182) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Amarillo, TX and has over 32 years of experience in the finance industry.

3
John E. Boyd
CRD#: 2274165
615 Sw 8th Avenue, Amarillo, TX 79101
93
Wealthminder
score

John Boyd (CRD# 2274165) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Amarillo, TX and has over 25 years of experience in the finance industry.

4
Thomas A. Brister
CRD#: 2772222
Evergreen, CO
93
Wealthminder
score

Thomas Brister (CRD# 2772222) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Evergreen, CO and has over 20 years of experience in the finance industry.

5
Phillip D. Bryant
CRD#: 1487327
2802 North Highland Avenmue, Suite B, Jackson, TN 38305
93
Wealthminder
score

Phillip Bryant (CRD# 1487327) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Jackson, TN and has over 31 years of experience in the finance industry.

6
Robert A. Caldwell
CRD#: 2730650
2802 North Highland Ave., Suite B, Jackson, TN 38305
93
Wealthminder
score

Robert Caldwell (CRD# 2730650) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Jackson, TN and has over 21 years of experience in the finance industry.

7
Douglas J. Ellis
CRD#: 5661912
5481 Ivy Drive, Stevensville, MI 49127
93
Wealthminder
score

Douglas Ellis (CRD# 5661912) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Stevensville, MI and has over 8 years of experience in the finance industry.

8
Charles F. Kleinbrook
CRD#: 2691951
2817 South Milford Road, Suite 101, Highland, MI 48357
93
Wealthminder
score

Charles Kleinbrook (CRD# 2691951) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Highland, MI and has over 20 years of experience in the finance industry.

9
Brian F. Mapes
CRD#: 2999763
9000 Highway 2147 West, Suite 201, Horseshoe Bay, TX 78657
93
Wealthminder
score

Brian Mapes (CRD# 2999763) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Horseshoe Bay, TX and has over 19 years of experience in the finance industry.

10
Kimberly A. Melton
CRD#: 4394894
2802 N. Highland Avenue, Suite B, Jackson, TN 38305
93
Wealthminder
score

Kimberly Melton (CRD# 4394894) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Jackson, TN and has over 16 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.