Dominion Portfolio Management, Inc.
● SEC registered since 2019CRD 106918SEC# 801-115280Tampa, FL
Reg. AUM
$277.1M
Employees
18
Accounts
782
Location
Tampa, FL
Dominion Portfolio Management, Inc. assets under management
Dominion Portfolio Management, Inc. operates as an SEC-registered investment adviser based in Tampa, FL. The firm has been registered since 2019. It reports $277.1 million in regulatory assets under management and employs 18 people.
Dominion Portfolio Management, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Calton & Associates, Inc. Control | Shareholder | Over 75% | 2023 |
| Derek Jay Calton Control | Vice President/Director | Under 5% | 2023 |
| Dwayne Kent Calton Control | President/Director | Under 5% | 2023 |
| Rameshwar Singh Control | Director / Secretary /President Of Advisory Services | Under 5% | 2023 |
| Randall Lee Ciccati Control | Ceo/Director | Under 5% | 2023 |
| Saad Rahmouni Idrissi Control | Chief Compliance Officer | Under 5% | 2023 |
Frequently asked questions
How much does Dominion Portfolio Management, Inc. manage?
Dominion Portfolio Management, Inc. reports $277.1 million in regulatory assets under management on its Form ADV.
How many employees does Dominion Portfolio Management, Inc. have?
Dominion Portfolio Management, Inc. reports 18 employees.
Where is Dominion Portfolio Management, Inc. located?
Dominion Portfolio Management, Inc. is based in Tampa, FL and has been SEC-registered since 2019.
Does Dominion Portfolio Management, Inc. disclose fund performance?
Dominion Portfolio Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2701 N Rocky Point Drive, Suite 1000, Tampa, FL 33607 |
| Phone | 813-264-0440 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$277.1M▲ 6%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,306 advisers
EmployeesTop 26%
More than 74% of 16,824 advisers
Assets under management
$277.1Mregulatory AUM
Discretionary $277.1M