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DOMINION FINANCIAL CONSULTANTS

Advisory

VA

Data as of Apr 1, 2026 · Source: SEC Form ADV

Average account

$1M

across 18 accounts

Source: SEC Form ADV. Figures as filed Apr 1, 2026.

Total AUM

$20M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM$20M

Discretionary AUM$20M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients19

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InDC, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

19 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

FICADENTI TANDON ASSET MANAGEMENT, INC.

$20M

MARKETCYCLE WEALTH MANAGEMENT, LLC

$20M

SUMMIT FINANCIAL GROUP, INC.

$20M

WILLIAMSBURG CAPITAL MANAGEMENT INC

WILLIAMSBURG, VA

$20M

PERSONAL FINANCIAL PLANNING, INC

$20M

SANDPIPER CAPITAL, LLC

$20M

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