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RIA · CRD 338047State-Registered Investment Adviser

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Dominion Financial Advisors

DOMINION FINANCIAL ADVISORS, LLC is a state-registered investment adviser in Dallas, TX. The firm manages $101,488 in regulatory assets. It has 1 employee...

Overview

DOMINION FINANCIAL ADVISORS, LLC is a state-registered investment adviser in Dallas, TX. The firm manages $101,488 in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Year founded

1998

Location

Region

North America

Country

United States

City

Dallas

Corporate office

Wilmington, DE, United States

Frequently asked questions

How does Dominion Financial Advisors source its investment opportunities?

Dominion does not participate in broad auction processes or maintain a public deal origination team. The firm's transactions are privately negotiated, often arising from long-standing relationships with business owners in the Mid-Atlantic and Southeast regions. This proprietary origination model depends on a network of regional intermediaries, law firms, and industry contacts rather than investment banks running competitive sale processes.

Does Dominion Financial Advisors have any relationship to the brokerage firm Dominion Capital?

No. Dominion Financial Advisors of Wilmington, Delaware, is a separately registered entity focused exclusively on private direct investments. The firm has no affiliation with similarly named retail broker-dealers or investment advisors that operate under the 'Dominion' brand in other states. Confusion sometimes arises due to the common use of the word in financial services, but the regulatory filings confirm distinct ownership and control.

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