David Domenick
David Domenick is a registered investment advisor at Capital a Wealth Management, based in Cranberry Township, PA, with 10 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,162 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital A charges a percentage of your portfolio each year for investment management services. The specific rate is determined by a contract. The fee is calculated based on the average daily balance of your account and is billed monthly in arrears. The custodian will directly debit your account for the advisory fee. At Capital A's discretion, asset amounts in accounts from the same household may be aggregated together to determine the advisory fee.
Location
8050 Rowan Road, Suite 401, Cranberry Township, PA, 16066
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is the owner/managing member of Capital A Insurance, LLC, focusing on financial planning and insurance (life, health, and disability), and Capital A Wealth Management, LLC, providing financial planning and wealth management. He is also a registered representative with Madison Avenue Securities, LLC, and a managing member/investment advisor representative for Capital Wealth Management, and a member-investor of Capital A Tax Solutions, LLC.
Employment History
Current Registrations
Capital a Wealth Management
Madison Avenue Securities, LLCBroker
Previous Registrations
Ae Wealth Management, LLC
SA Stone Investment Advisors INC.
SA Stone Wealth Management INC.Broker
State Registrations28 states
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