DOMINION PORTFOLIO MANAGEMENT, INC.
CRD #106918 SEC #801-115280 MARBLE FALLS, TX 813-264-0440
SEC Registered
Total AUM
$261.3M
Discretionary
$261.3M
Employees
20
Clients
0
Accounts
616
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $261.3M | $261.3M | $0 | 20 | 0 |
| Mar 2025 | $261.3M | $261.3M | $0 | 20 | 0 |
| Mar 2024 | $153M | $151.6M | $1.5M | 21 | 0 |
| Aug 2023 | $188.1M | $188.1M | $0 | 21 | 0 |
| Mar 2023 | $188.1M | $188.1M | $0 | 21 | 0 |
| Mar 2023 | $188.1M | $188.1M | $0 | 21 | 0 |
| Jan 2023 | $233.5M | $232.3M | $1.2M | 22 | 0 |
| Jul 2022 | $233.5M | $232.3M | $1.2M | 22 | 0 |
| Apr 2022 | $233.5M | $232.3M | $1.2M | 21 | 0 |
| Apr 2022 | $233.5M | $232.3M | $1.2M | 21 | 0 |
| Mar 2022 | $233.5M | $232.3M | $1.2M | 21 | 0 |
| Sep 2021 | $158.6M | $157.5M | $1.1M | 24 | 0 |
| Jul 2021 | $158.6M | $157.5M | $1.1M | 24 | 0 |
| Mar 2021 | $158.6M | $157.5M | $1.1M | 24 | 0 |
| Mar 2021 | $158.6M | $157.5M | $1.1M | 24 | 0 |
| Feb 2021 | $133.6M | $133.4M | $229.6K | 22 | 0 |
| Jul 2020 | $133.6M | $133.4M | $229.6K | 22 | 0 |
| Jul 2020 | $133.6M | $133.4M | $229.6K | 22 | 0 |
| Jun 2020 | $133.6M | $133.4M | $229.6K | 22 | 0 |
| Apr 2020 | $133.6M | $133.4M | $229.6K | 28 | 0 |
| Apr 2020 | $133.6M | $133.4M | $229.6K | 29 | 0 |
| Apr 2020 | $133.6M | $133.4M | $229.6K | 29 | 0 |
| Apr 2020 | $133.6M | $133.4M | $229.6K | 29 | 0 |
| Feb 2020 | $133.6M | $133.4M | $229.6K | 30 | 0 |
| Feb 2020 | $133.6M | $133.4M | $229.6K | 30 | 0 |
| Feb 2020 | $133.6M | $133.4M | $229.6K | 30 | 0 |
| Aug 2019 | $106.4M | $106.1M | $276.7K | 30 | 0 |
| Jul 2019 | $106.4M | $106.1M | $276.7K | 30 | 0 |
| Jul 2019 | $106.4M | $106.1M | $276.7K | 31 | 0 |
| Jul 2019 | $106.4M | $106.1M | $276.7K | 28 | 0 |
| Jun 2019 | $106.4M | $106.1M | $276.7K | 28 | 0 |
| Jun 2019 | $106.4M | $106.1M | $276.7K | 28 | 0 |
| May 2019 | $106.4M | $106.1M | $276.7K | 28 | 0 |
| May 2019 | $106.4M | $106.1M | $276.7K | 28 | 0 |
| Apr 2019 | $106.4M | $106.1M | $276.7K | 28 | 0 |
| Apr 2019 | $106.4M | $106.1M | $276.7K | 28 | 0 |
| Mar 2015 | $29.3M | $29.3M | $0 | 21 | 204 |
| Mar 2015 | $35.1M | $35.1M | $0 | 21 | 204 |
| Feb 2015 | $35.1M | $35.1M | $0 | 21 | 204 |
| Dec 2014 | $35.1M | $35.1M | $0 | 24 | 204 |
| Sep 2014 | $35.1M | $35.1M | $0 | 24 | 204 |
| Jul 2014 | $35.1M | $35.1M | $0 | 24 | 204 |
| Jul 2014 | $35.1M | $35.1M | $0 | 24 | 204 |
| Jul 2014 | $35.1M | $35.1M | $0 | 24 | 204 |
| Jul 2014 | $35.1M | $35.1M | $0 | 24 | 204 |
| May 2014 | $35.1M | $35.1M | $0 | 24 | 204 |
| May 2014 | $35.1M | $35.1M | $0 | 24 | 204 |
| Apr 2014 | $35.1M | $35.1M | $0 | 24 | 204 |
| Mar 2014 | $35.1M | $35.1M | $0 | 24 | 204 |
| Mar 2014 | $35.1M | $35.1M | $0 | 24 | 204 |
| Jul 2013 | $106.4M | $106.4M | $0 | 25 | 880 |
| Jul 2013 | $106.4M | $106.4M | $0 | 25 | 880 |
| May 2013 | $106.4M | $106.4M | $0 | 25 | 880 |
| Apr 2013 | $106.4M | $106.4M | $0 | 25 | 880 |
| Mar 2013 | $106.4M | $106.4M | $0 | 25 | 880 |
| Feb 2013 | $113.3M | $113.3M | $0 | 25 | 880 |
| Feb 2013 | $113.3M | $113.3M | $0 | 25 | 880 |
| Jan 2013 | $113.3M | $113.3M | $0 | 25 | 880 |
| Dec 2012 | $113.3M | $113.3M | $0 | 25 | 880 |
| Oct 2012 | $113.3M | $113.3M | $0 | 6 | 880 |
| Aug 2012 | $113.3M | $113.3M | $0 | 6 | 880 |
| Jun 2012 | $113.3M | $113.3M | $0 | 6 | 880 |
| Mar 2012 | $113.3M | $113.3M | $0 | 6 | 880 |
| May 2011 | $100.3M | $100.3M | $0 | 10 | -- |
| Mar 2011 | $100.3M | $100.3M | $0 | 10 | -- |
| Feb 2011 | $82.5M | $82.5M | $0 | 10 | -- |
| Jan 2011 | $82.5M | $82.5M | $0 | 10 | -- |
| Sep 2010 | $82.5M | $82.5M | $0 | 10 | -- |
| Oct 2001 | $28.4M | $28.4M | $0 | 5 | -- |
DateMay 2025
Total AUM$261.3M
Discretionary$261.3M
Non-Disc.$0
Employees20
Clients0
DateMar 2025
Total AUM$261.3M
Discretionary$261.3M
Non-Disc.$0
Employees20
Clients0
DateMar 2024
Total AUM$153M
Discretionary$151.6M
Non-Disc.$1.5M
Employees21
Clients0
DateAug 2023
Total AUM$188.1M
Discretionary$188.1M
Non-Disc.$0
Employees21
Clients0
DateMar 2023
Total AUM$188.1M
Discretionary$188.1M
Non-Disc.$0
Employees21
Clients0
DateMar 2023
Total AUM$188.1M
Discretionary$188.1M
Non-Disc.$0
Employees21
Clients0
DateJan 2023
Total AUM$233.5M
Discretionary$232.3M
Non-Disc.$1.2M
Employees22
Clients0
DateJul 2022
Total AUM$233.5M
Discretionary$232.3M
Non-Disc.$1.2M
Employees22
Clients0
DateApr 2022
Total AUM$233.5M
Discretionary$232.3M
Non-Disc.$1.2M
Employees21
Clients0
DateApr 2022
Total AUM$233.5M
Discretionary$232.3M
Non-Disc.$1.2M
Employees21
Clients0
DateMar 2022
Total AUM$233.5M
Discretionary$232.3M
Non-Disc.$1.2M
Employees21
Clients0
DateSep 2021
Total AUM$158.6M
Discretionary$157.5M
Non-Disc.$1.1M
Employees24
Clients0
DateJul 2021
Total AUM$158.6M
Discretionary$157.5M
Non-Disc.$1.1M
Employees24
Clients0
DateMar 2021
Total AUM$158.6M
Discretionary$157.5M
Non-Disc.$1.1M
Employees24
Clients0
DateMar 2021
Total AUM$158.6M
Discretionary$157.5M
Non-Disc.$1.1M
Employees24
Clients0
DateFeb 2021
Total AUM$133.6M
Discretionary$133.4M
Non-Disc.$229.6K
Employees22
Clients0
DateJul 2020
Total AUM$133.6M
Discretionary$133.4M
Non-Disc.$229.6K
Employees22
Clients0
DateJul 2020
Total AUM$133.6M
Discretionary$133.4M
Non-Disc.$229.6K
Employees22
Clients0
DateJun 2020
Total AUM$133.6M
Discretionary$133.4M
Non-Disc.$229.6K
Employees22
Clients0
DateApr 2020
Total AUM$133.6M
Discretionary$133.4M
Non-Disc.$229.6K
Employees28
Clients0
DateApr 2020
Total AUM$133.6M
Discretionary$133.4M
Non-Disc.$229.6K
Employees29
Clients0
DateApr 2020
Total AUM$133.6M
Discretionary$133.4M
Non-Disc.$229.6K
Employees29
Clients0
DateApr 2020
Total AUM$133.6M
Discretionary$133.4M
Non-Disc.$229.6K
Employees29
Clients0
DateFeb 2020
Total AUM$133.6M
Discretionary$133.4M
Non-Disc.$229.6K
Employees30
Clients0
DateFeb 2020
Total AUM$133.6M
Discretionary$133.4M
Non-Disc.$229.6K
Employees30
Clients0
DateFeb 2020
Total AUM$133.6M
Discretionary$133.4M
Non-Disc.$229.6K
Employees30
Clients0
DateAug 2019
Total AUM$106.4M
Discretionary$106.1M
Non-Disc.$276.7K
Employees30
Clients0
DateJul 2019
Total AUM$106.4M
Discretionary$106.1M
Non-Disc.$276.7K
Employees30
Clients0
DateJul 2019
Total AUM$106.4M
Discretionary$106.1M
Non-Disc.$276.7K
Employees31
Clients0
DateJul 2019
Total AUM$106.4M
Discretionary$106.1M
Non-Disc.$276.7K
Employees28
Clients0
DateJun 2019
Total AUM$106.4M
Discretionary$106.1M
Non-Disc.$276.7K
Employees28
Clients0
DateJun 2019
Total AUM$106.4M
Discretionary$106.1M
Non-Disc.$276.7K
Employees28
Clients0
DateMay 2019
Total AUM$106.4M
Discretionary$106.1M
Non-Disc.$276.7K
Employees28
Clients0
DateMay 2019
Total AUM$106.4M
Discretionary$106.1M
Non-Disc.$276.7K
Employees28
Clients0
DateApr 2019
Total AUM$106.4M
Discretionary$106.1M
Non-Disc.$276.7K
Employees28
Clients0
DateApr 2019
Total AUM$106.4M
Discretionary$106.1M
Non-Disc.$276.7K
Employees28
Clients0
DateMar 2015
Total AUM$29.3M
Discretionary$29.3M
Non-Disc.$0
Employees21
Clients204
DateMar 2015
Total AUM$35.1M
Discretionary$35.1M
Non-Disc.$0
Employees21
Clients204
DateFeb 2015
Total AUM$35.1M
Discretionary$35.1M
Non-Disc.$0
Employees21
Clients204
DateDec 2014
Total AUM$35.1M
Discretionary$35.1M
Non-Disc.$0
Employees24
Clients204
DateSep 2014
Total AUM$35.1M
Discretionary$35.1M
Non-Disc.$0
Employees24
Clients204
DateJul 2014
Total AUM$35.1M
Discretionary$35.1M
Non-Disc.$0
Employees24
Clients204
DateJul 2014
Total AUM$35.1M
Discretionary$35.1M
Non-Disc.$0
Employees24
Clients204
DateJul 2014
Total AUM$35.1M
Discretionary$35.1M
Non-Disc.$0
Employees24
Clients204
DateJul 2014
Total AUM$35.1M
Discretionary$35.1M
Non-Disc.$0
Employees24
Clients204
DateMay 2014
Total AUM$35.1M
Discretionary$35.1M
Non-Disc.$0
Employees24
Clients204
DateMay 2014
Total AUM$35.1M
Discretionary$35.1M
Non-Disc.$0
Employees24
Clients204
DateApr 2014
Total AUM$35.1M
Discretionary$35.1M
Non-Disc.$0
Employees24
Clients204
DateMar 2014
Total AUM$35.1M
Discretionary$35.1M
Non-Disc.$0
Employees24
Clients204
DateMar 2014
Total AUM$35.1M
Discretionary$35.1M
Non-Disc.$0
Employees24
Clients204
DateJul 2013
Total AUM$106.4M
Discretionary$106.4M
Non-Disc.$0
Employees25
Clients880
DateJul 2013
Total AUM$106.4M
Discretionary$106.4M
Non-Disc.$0
Employees25
Clients880
DateMay 2013
Total AUM$106.4M
Discretionary$106.4M
Non-Disc.$0
Employees25
Clients880
DateApr 2013
Total AUM$106.4M
Discretionary$106.4M
Non-Disc.$0
Employees25
Clients880
DateMar 2013
Total AUM$106.4M
Discretionary$106.4M
Non-Disc.$0
Employees25
Clients880
DateFeb 2013
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees25
Clients880
DateFeb 2013
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees25
Clients880
DateJan 2013
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees25
Clients880
DateDec 2012
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees25
Clients880
DateOct 2012
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees6
Clients880
DateAug 2012
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees6
Clients880
DateJun 2012
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees6
Clients880
DateMar 2012
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees6
Clients880
DateMay 2011
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$82.5M
Discretionary$82.5M
Non-Disc.$0
Employees10
Clients--
DateJan 2011
Total AUM$82.5M
Discretionary$82.5M
Non-Disc.$0
Employees10
Clients--
DateSep 2010
Total AUM$82.5M
Discretionary$82.5M
Non-Disc.$0
Employees10
Clients--
DateOct 2001
Total AUM$28.4M
Discretionary$28.4M
Non-Disc.$0
Employees5
Clients--