Domus Capital Group, LLC

Domus Capital Group, LLC (CRD# 165076) is a financial advisory firm headquartered in Avila Beach, CA. They manage $119,338,685 in 206 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    119
    MILLION
  • Total Number of Accounts
    206
    ACCOUNTS
  • Average Account Value
    $579,314
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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.

CA, IL, TX

Financial Advisors at Domus Capital Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Carol A. Bates
CRD#: 5189692
6639 Bay Laurel Drive, Suite B, Avila Beach, CA 93424
96
Wealthminder
score

Carol Bates (CRD# 5189692) is an Investment Advisor Representative working at Domus Capital Group, LLC in Avila Beach, CA and has over 9 years of experience in the finance industry. Carol Bates 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
David M. Panagrossi
CRD#: 2317860
Etna, NH
93
Wealthminder
score

David Panagrossi (CRD# 2317860) is an Investment Advisor Representative working at Domus Capital Group, LLC in Etna, NH and has over 24 years of experience in the finance industry.

3
Christopher J. Bleuher
CRD#: 2278037
6639 Bay Laurel Drive, Suite B, Avila Beach, CA 93424
83
Wealthminder
score

Christopher Bleuher (CRD# 2278037) is an Investment Advisor Representative working at Domus Capital Group, LLC in Avila Beach, CA and has over 20 years of experience in the finance industry.

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