President/director · Dominion Portfolio Management, Inc.
Dwayne K. Calton
CRD 501638 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Dominion Portfolio Management, Inc., an SEC-registered wealth manager based in Tampa, FL with $277 million in regulatory assets, lists Dwayne K. Calton on its Form ADV as President/director, a control person. The SEC filings also name Dwayne at 1 other registered adviser.
Firms and roles
- Dominion Portfolio Management, Inc.President/directorWealth manager · Tampa, FL · $277M in regulatory assets
- Mutual Trust Asset Mgmt., Inc.President/directorWealth manager · Tampa, FL · $58M in regulatory assets
AtlasMembers
Dwayne’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- Derek Jay CaltonVice President/director, Dominion Portfolio Management, Inc.
- Randall Lee CiccatiCeo/director, Dominion Portfolio Management, Inc.
- Rameshwar SinghDirector / Secretary /president of Advisory Services, Dominion Portfolio Management, Inc.
- Saad Rahmouni IdrissiChief Compliance Officer, Dominion Portfolio Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Dwayne’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.