Randall
Smith

Dominion Portfolio Management, Inc

CRD#2947453
Investment Advisor
in Marble Falls, TX

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About this Advisor

Randall Smith is a financial advisor based in Marble Falls, Texas, working with Dominion Portfolio Management, Inc. Randall has previously held positions at Circle R Ranch, Dominion Investor Services, Inc, Dominion Portfolio Management, Inc, and Calton & Associates, Inc. Randall has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Randall is part of Dominion Portfolio Management, Inc, which operates out of Marble Falls, Texas. The firm has 16 offices and 21 employees. The firm manages assets totaling $153.0 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Dominion Portfolio Management, Inc includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

1002 Marble Heights Dr Suite 101
Marble Falls, TX 78654

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Dominion Portfolio Management, Inc Brokerage Details

Total Assets Under Management

$153,005,686

TX Average: $3,042,739,679
Total Number of Employees

21

TX Average: 49
Total Number of Accounts

950

TX Average: 2,315
Average Account Size

$161,059

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Randall Smith Work History

2023 - Present (2 years)

Calton & Associates, Inc

2011 - Present (14 years)

Dominion Portfolio Management, Inc

1985 - Present (40 years)

Circle R Ranch

1997 - 2023 (26 years)

Dominion Investor Services, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Randall Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Dominion Portfolio Management, Inc

Bryan Clemmons
Athens, TX
Reynaldo Batista
Montgomery, TX
Lauren Jason
Canton, TX
Charles Maraggia
Carthage, TX
Doug Graumann
Wenatchee, WA
Joseph St George
Kansas City, MO
Michael Bradford
Houston, TX
Joy Lawrence
Marble Falls, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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