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Bryan Clemmons

DOMINION PORTFOLIO MANAGEMENT
ATHENS, TX
·CRD# 6320510·12 years experience

Professional Summary

Bryan Clemmons, who also goes by Bryan Scott Clemmons, is a registered financial advisor currently at DOMINION PORTFOLIO MANAGEMENT, INC. located in Athens, Texas and CALTON & ASSOCIATES, INC. located in Athens, Texas. Bryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Bryan has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Bryan Scott Clemmons

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

12 years in the financial services industry

Current & Past Employments

DOMINION PORTFOLIO MANAGEMENT, INC.·CRD# 106918
RIA
Athens, TX
April 3, 2018 - Present
CALTON & ASSOCIATES, INC.·CRD# 20999
RIA
BD
212 South Palestine Street, Athens, TX 75751
July 2, 2023 - Present
DOMINION INVESTOR SERVICES, INC.·CRD# 21548
BD
Athens, TX
April 3, 2018 - July 20, 2023
EDWARD JONES·CRD# 250
RIA
Gun Barrel City, TX
June 23, 2014 - March 15, 2018
EDWARD JONES·CRD# 250
BD
Gun Barrel City, TX
May 28, 2014 - March 15, 2018

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Current Firm

DP
DOMINION PORTFOLIO MANAGEMENT, INC.

DOMINION FINANCIAL ADVISORS INC. | NONE | DOMINION WEALTH ADVISORS, INC. | DOMINION PORTFOLIO MANAGEMENT, INC. | DOMINION FINANCIAL ADVISORS, INC.

CRD#: 106918 / SEC#: 801-115280
RIA
Registered Investment Advisory firm - SEC (5/13/2019 Approved)
California
Registered Investment Advisory firm - California (4/25/2001 Cancelled)
Colorado
Registered Investment Advisory firm - Colorado (5/22/2019 Terminated)
Indiana
Registered Investment Advisory firm - Indiana (5/20/2019 Terminated)
Louisiana
Registered Investment Advisory firm - Louisiana (5/14/2019 Terminated)
Michigan
Registered Investment Advisory firm - Michigan (5/15/2019 Terminated)
Oklahoma
Registered Investment Advisory firm - Oklahoma (5/14/2019 Terminated)
Tennessee
Registered Investment Advisory firm - Tennessee (5/14/2019 Terminated)
Texas
Registered Investment Advisory firm - Texas (5/14/2019 Terminated)
Washington
Registered Investment Advisory firm - Washington (5/21/2019 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607

Phone Number

(813) 264-0440

# of Employees

18

SEC notice filing (19 States and Territories)

Registered to provide investment advisory services in 19 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DOMINION PORTFOLIO MANAGEMENT, INC. (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

782

AUM (Assets Under Management)

$277,125,069

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. DBA CLEMMONS INVESTMENTS, INVESTMENT RELATED, STARTED 06-22-2023. 2. Ebby Halliday Realty; Non-Investment related; Address: 121 West Main, Gun Barrel City, TX 75156; Nature of Business: Realty; Position/Title/Relationship: Agent; Start Date: 6/8/2026; Hours/month: 15; Hour/month during securities trading hours: 0; Duties: Real estate agent.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DP
DOMINION PORTFOLIO MANAGEMENT, INC.

DOMINION FINANCIAL ADVISORS INC. | NONE | DOMINION WEALTH ADVISORS, INC. | DOMINION PORTFOLIO MANAGEMENT, INC. | DOMINION FINANCIAL ADVISORS, INC.

CRD#: 106918 / SEC#: 801-115280
RIA
Registered Investment Advisory firm - SEC (5/13/2019 Approved)
California
Registered Investment Advisory firm - California (4/25/2001 Cancelled)
Colorado
Registered Investment Advisory firm - Colorado (5/22/2019 Terminated)
Indiana
Registered Investment Advisory firm - Indiana (5/20/2019 Terminated)
Louisiana
Registered Investment Advisory firm - Louisiana (5/14/2019 Terminated)
Michigan
Registered Investment Advisory firm - Michigan (5/15/2019 Terminated)
Oklahoma
Registered Investment Advisory firm - Oklahoma (5/14/2019 Terminated)
Tennessee
Registered Investment Advisory firm - Tennessee (5/14/2019 Terminated)
Texas
Registered Investment Advisory firm - Texas (5/14/2019 Terminated)
Washington
Registered Investment Advisory firm - Washington (5/21/2019 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
IAR
Texas
(4/3/2018)
RR
Texas
(7/2/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jun 2014About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 2014About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Bryan Clemmons's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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