AUMdb

Dominion Financial Consultants

State-registered Wealth Manager · Boutique (under $100M) CRD 149284 · · WWW.DOMINIONCONSULT.COM
☆ Save with Pro ADV data as of Apr 01, 2026
Regulatory AUM
$19.8M
Discretionary
$19.8M
Clients
19
Avg AUM / client
$1.0M
Accounts
18
Employees
0

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 8 $949K 4.79%
High net worth individuals 9 $16.0M 80.5%
Charitable organizations 2 $2.9M 14.7%

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Christine Rushin Mistr Registered representative CFP Feb 2009 (18y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 04/01/2026 1.06 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Hourly charges
  • Fixed fees

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Portfolio management for businesses/institutional clients
  • Pension consulting services

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.

View current Form ADV (SEC/IAPD) ↗