Domus Capital Group, LLC (Avila Beach)

Name: Domus Capital Group, LLC
Address: 6639 Bay Laurel Drive, Avila Beach, CA, 93424
Telephone: (805) 476-7999

Domus Capital Group, LLC is a large advisory firm based in Avila Beach. It manages $90.61 million of regulatory assets for 125 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California, Illinois, and Texas.

Domus Capital Group provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Domus Capital Group: assets under management

The assets under management (AUM) of Domus Capital Group, LLC is $90.61 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $90.61 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $724.91 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 66% of the total AUM. The second-largest asset type is exchange traded securities, which make up 23% of the firm’s portfolio. Investments in pooled investment vehicles form 6% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Domus Capital Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Domus Capital Group serves?

The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Domus Capital Group is high net worth individuals with 26 clients and $85.45 million of assets under management. Among the 10 most similar advisory firms, Domus Capital Group has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $90.61 million for 44 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Domus Capital Group doesn't advise any private funds.

Careers at Domus Capital Group, LLC

The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Christopher John Bleuher	Managing member	1 Nov 2012	50% - 75%	2278037
Jerry Todd Mirolla	Managing member & chief compliance officer	1 Nov 2012	50% - 75%	6136304
David Michael Panagrossi	Chief compliance officer	1 Mar 2016	Other	2317860

Based in Avila Beach

The principal office where Domus Capital Group, LLC performs its advisory services is located at 6639 Bay Laurel Drive, Avila Beach, CA 93424 The mailing address of the firm is P.O. Box 130, Avila Beach, CA 93424. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (805) 476-7999 or by fax (805) 715-1498. The normal business hours are 7:30am-4:30pm on Monday - Friday. You can find more information about the New York firm at domuscapgroup.com.