Investment adviser · CRD 105244
OLD DOMINION CAPITAL MANAGEMENT INC.
Investment adviser filing (IA)
CHARLOTTESVILLE, VA, United States · Form ADV filed Apr 26, 2021
- Regulatory AUM
- $893M Form ADV · Item 5.F
- Client accounts
- 1,277 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 223 | $701,556,793 | 78.6% |
| Individuals | 222 | $88,100,710 | 9.9% |
| Other clients | 60 | $75,748,450 | 8.5% |
| Retirement plans | 7 | $12,537,521 | 1.4% |
| Charities | 6 | $10,434,217 | 1.2% |
| Corporations & businesses | 5 | $4,128,205 | 0.5% |
Filing source
Form ADV 1534984 · Apr 26, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 26, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
200 GARRETT STREET, SUITE LCHARLOTTESVILLE, VA, 22902, United States
CRD 105244
Filing source
Form ADV 1534984 · Apr 26, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.