Domain Money Advisors, Llc
- Regulatory AUM
- $43.3M
- Discretionary
- $43.3M
- Clients
- 182
- Avg AUM / client
- $238K
- Accounts
- 372
- Employees
- 39
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 167 | $15.5M | 35.8% |
| High net worth individuals | 15 | $27.8M | 64.2% |
People (37)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dell, Adam, Robert | President & Chief Executive Officer | May 2021 (5y) | ≈ 37.5% – 75% via Domain Money, Inc. | |
| Pedahzur, Lee On | Chief Compliance Officer | Dec 2023 (3y) | Less than 5% | |
| Adrianna Adams | Registered representative | CFP | Mar 2023 (3y) | |
| Christine Cashin Damico | Registered representative | CFP | Jan 2025 (2y) | |
| Julian Fairchild | Registered representative | CFP | Jan 2025 (2y) | |
| Alicija Elli Dearth | Registered representative | CFP | Jan 2025 (2y) | |
| Emily Kathryn Barbe | Registered representative | CFP | Apr 2025 (1y) | |
| Erin Nicole Gray | Registered representative | Jun 2025 (1y) | ||
| David Jackson | Registered representative | CFP | Sep 2025 (1y) | |
| Matthew Ryan Forney | Registered representative | CFP | Sep 2025 (1y) | |
| Chelsea Ann Hodl | Registered representative | CFP | Sep 2025 (1y) | |
| Joseph Emil Kuschman | Registered representative | CFP | Oct 2025 (1y) | |
| Cody Michael Winter | Registered representative | Nov 2025 (1y) | ||
| James Andrew Murphy | Registered representative | CFP | Dec 2025 (1y) | |
| Carmina Victoria Long | Registered representative | Jan 2026 (1y) | ||
| Sara Emily Wright | Registered representative | CFP | Jan 2026 (1y) | |
| Thomas Robert Wareing | Registered representative | CFP Chartered Financial Consultant | Feb 2026 (0y) | |
| Jacob Aaron Tell | Registered representative | CFP | Feb 2026 (0y) | |
| Benjamin Curtis | Registered representative | CFP | Mar 2026 (0y) | |
| Drew Miller | Registered representative | Mar 2026 (0y) | ||
| Dustin Kim | Registered representative | CFP | Mar 2026 (0y) | |
| Jeffrey Brandon Emminger | Registered representative | CFP | Apr 2026 (0y) | |
| Alexandria Bethany Shockey Tucker | Registered representative | CFP | Apr 2026 (0y) | |
| Julia Catherine Grose | Registered representative | CFP | Apr 2026 (0y) | |
| John Brian Smith | Registered representative | CFP | Apr 2026 (0y) | |
| Brian Andrew Turner | Registered representative | CFP | Apr 2026 (0y) | |
| Nicholas Justin Eggert | Registered representative | CFP | Apr 2026 (0y) | |
| Alex Garner Mcdonald | Registered representative | CFP | Apr 2026 (0y) | |
| Kate Frances Laporta | Registered representative | CFP | Apr 2026 (0y) | |
| Nicholas Lee Perrella | Registered representative | CFP | Apr 2026 (0y) | |
| Macy Rose Fingerhut Reimbold | Registered representative | May 2026 (0y) | ||
| Benjamin Vito Iacona | Registered representative | May 2026 (0y) | ||
| Jocelyn Diane Muehlbauer | Registered representative | CFP | May 2026 (0y) | |
| Connor Adam Weber | Registered representative | May 2026 (0y) | ||
| Ramona Janina Maior | Registered representative | CFP | Jun 2026 (0y) | |
| Beau D'agostino | Registered representative | CFP | Jun 2026 (0y) | |
| Luke Samuel Waldier | Registered representative | CFP | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Domain Money, Inc. | Member | Aug 2021 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Dell, Adam, Robert: 50% – 75% of Domain Money, Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/20/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: THE SETTLEMENT WAS IN CONNECTION WITH A LATE FILING OF A NOTICE FILING WITH THE MASSACHUSETTS SECURITIES DIVISION Status: Final Sanction Detail: FINE OF $5,000, PAID ON AUGUST 29, 2022 Summary: DOMAIN MONEY WAS LATE (MORE THAN 30 DAYS) IN FILING ITS NOTICE FILING FOLLOWING TRIGGERING THE MASSACHUSETTS REQUIREMENT FOR (MORE THAN SIX CUSTOMERS IN MASSACHUSETTS) SUCH NOTICE FILING.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Hourly charges
- • Subscription fees
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Apex Clearing $369K (100% of AUM) Mar 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 20, 2026.
View current Form ADV (SEC/IAPD) ↗