Rix
Smith

Dominion Portfolio Management, Inc

CRD#1061442
Investment Advisor
in Horseshoe Bay, TX

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About this Advisor

Rix Smith is a financial advisor based in Horseshoe Bay, Texas, working with Dominion Portfolio Management, Inc. Rix has previously held positions at Dominion Investor Services, Inc, Dominion Portfolio Management, Inc, Gqo Investment Advisors, Inc, and Calton & Associates, Inc. Rix has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Rix is part of Dominion Portfolio Management, Inc, which operates out of Horseshoe Bay, 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 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

9000 Highway 2147 West Suite 201
Horseshoe Bay, TX 78657

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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

Rix Smith Work History

2023 - Present (1 year)

Calton & Associates, Inc

2023 - Present (1 year)

Dominion Portfolio Management, Inc

2021 - Present (3 years)

Gqo Investment Advisors, Inc

1991 - Present (33 years)

Dominion Investor Services, Inc

1995 - 2023 (28 years)

Dominion Portfolio Management, Inc

Disclosures

Please visit the SEC profile of Rix 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

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

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