Dominion Portfolio Management, Inc.

Dominion Portfolio Management, Inc. (CRD# 106918) is a financial advisory firm headquartered in Horseshoe Bay, TX. They manage $133,638,962 in 672 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    134
    MILLION
  • Total Number of Accounts
    672
    ACCOUNTS
  • Average Account Value
    $198,868
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, IL, IN, LA, MI, MO, OK, TN, TX, WA

Financial Advisors at Dominion Portfolio Management, Inc.
Showing 1 - 10 of 22 top financial advisors.
1
Daryl A. Arnett
CRD#: 4495175
9000 Highway 2147 West, Suite 201, Horseshoe Bay, TX 78657

Daryl Arnett (CRD# 4495175) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Horseshoe Bay, TX and has over 18 years of experience in the finance industry.

2
Reynaldo Batista
CRD#: 6322284
Montgomery, TX

Reynaldo Batista (CRD# 6322284) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Montgomery, TX and has over 6 years of experience in the finance industry.

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

John Boyd (CRD# 2274165) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Amarillo, TX and has over 28 years of experience in the finance industry.

4
Michael D. Bradford
CRD#: 3189397
Houston, TX

Michael Bradford (CRD# 3189397) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Houston, TX and has over 21 years of experience in the finance industry.

5
Joyce L. Briskin
CRD#: 708049
San Antonio, TX

Joyce Briskin (CRD# 708049) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in San Antonio, TX and has over 40 years of experience in the finance industry.

6
Thomas S. Brister
CRD#: 30834
Evergreen, CO

Thomas Brister (CRD# 30834) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Evergreen, CO and has over 37 years of experience in the finance industry. Thomas Brister 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.

7
Thomas A. Brister
CRD#: 2772222
Evergreen, CO

Thomas Brister (CRD# 2772222) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Evergreen, CO and has over 23 years of experience in the finance industry.

8
Phillip D. Bryant
CRD#: 1487327
2802 North Highland Avenmue, Suite B, Jackson, TN 38305

Phillip Bryant (CRD# 1487327) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Jackson, TN and has over 34 years of experience in the finance industry.

9
Robert A. Caldwell
CRD#: 2730650
2802 North Highland Avenue, Suite A, Jackson, TN 38305

Robert Caldwell (CRD# 2730650) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Jackson, TN and has over 24 years of experience in the finance industry.

10
Bryan Clemmons
CRD#: 6320510
Athens, TX

Bryan Clemmons (CRD# 6320510) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Athens, TX and has over 6 years of experience in the finance industry.

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