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DOMINION PORTFOLIO MANAGEMENT, INC.

TAMPA, FL · CRD 106918 · IAPD ↗ · 813-264-0440

$277.1MRegulatory AUM
18Advisory reps
18Employees
0Clients
0Planning clients
0Private funds
19States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
August 2026 — DOMINION PORTFOLIO MANAGEMENT, INC. moved its main office from MARBLE FALLS, TX to TAMPA, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
47
May 2026 — DOMINION PORTFOLIO MANAGEMENT, INC. notice-filed in KY, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — DOMINION PORTFOLIO MANAGEMENT, INC. notice-filed in AZ, CA, GA, MS, ND, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2026 — DOMINION PORTFOLIO MANAGEMENT, INC. notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — DOMINION PORTFOLIO MANAGEMENT, INC. notice-filed in OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
72
April 2025 — DOMINION PORTFOLIO MANAGEMENT, INC. reported RAUM up 71% ($153.0M -> $261.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.