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Domestique Capital LLC

EST. AUM
$102,362,447

CONTACTS

CLIENT ACCOUNTS
623

Firm Details

Metro area Dallas
CRD Number 283046
Website domestiquecap.com
Client types

Overview

Domestique Capital LLC is a Texas-based SEC-registered investment adviser providing comprehensive financial planning and portfolio management services to individuals and high-net-worth clients. The firm focuses on helping busy professionals and business owners simplify their financial lives through tailored strategies covering retirement planning, tax optimization, investment management, and risk management. With approximately $102 million in assets under management, Domestique operates primarily through separately managed accounts rather than pooled investment vehicles. The firm emphasizes long-term relationships, offering ongoing advisory support, personalized portfolio construction, and holistic planning solutions, alongside additional services such as payroll processing and tax preparation upon client request.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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