Dominion Portfolio Management, Inc.

Dominion Portfolio Management, Inc. (CRD# 106918) is a financial advisory firm headquartered in Horseshoe Bay, TX. They manage $14,914,377 in 79 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    79
    ACCOUNTS
  • Average Account Value
    $188,790
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, IN, LA, MI, OK, TN, TX, WA

Financial Advisors at Dominion Portfolio Management, Inc.
Showing 1 - 10 of 29 top financial advisors.
1
Douglas J. Ellis
CRD#: 5661912
5481 Ivy Drive, Stevensville, MI 49127
98
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.

2
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.

3
Ethel M. Offitt
CRD#: 2987653
9000 Highway 2147 West, Suite 201, Horseshoe Bay, TX 78657
96
Wealthminder
score

Ethel Offitt (CRD# 2987653) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Horseshoe Bay, TX and has over 20 years of experience in the finance industry.

4
Don E. Boyd
CRD#: 1321182
9000 Highway 2147 West, Suite 201, Horseshoe Bay, TX 78657
93
Wealthminder
score

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

5
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.

6
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.

7
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.

8
Robert A. Caldwell
CRD#: 2730650
2802 North Highland Avenue, Suite A, 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.

9
Doug S. Graumann
CRD#: 2497329
9000 Highway 2147 West, Suite 201, Horseshoe Bay, TX 78657
93
Wealthminder
score

Doug Graumann (CRD# 2497329) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Horseshoe Bay, TX and has over 23 years of experience in the finance industry.

10
William D. Hester
CRD#: 1992112
9000 Highway 2147 West, Suite 201, Horseshoe Bay, TX 78657
93
Wealthminder
score

William Hester (CRD# 1992112) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Horseshoe Bay, TX and has over 28 years of experience in the finance industry.

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