Fee-only adviser · Sugar Land, TX
Domani Investments Inc.
Domani Investments Inc. is a fee-only investment adviser registered with the securities regulators of California, Texas, with a mailing address in Sugar Land, Texas (its office is a private residence, so the street address is not published). On its latest Form ADV, filed March 17, 2026, it reports $10M in regulatory assets under management, 14 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California, Texas |
|---|---|
| Firm CRD number | 124124 |
| Office | Sugar Land, TX (mailing address; office not published) |
| Phone | (866) 436-6264 |
| Website | www.domaniinvestments.com |
| Regulatory assets under management | $10M |
| Individual clients | 14 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 17, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Sugar Land
- RWM Capital, LLC $222M
- Sweetwater Financial Advisors, LLC $84M
- WJ Interests, LLC $634M
- Kings Path Partners LLC $1.5B
- Collins Wealth Management $3.6M
- James G. McClellan CPA $34M
See all 11 fee-only advisers in Sugar Land →
Nearby
- Stafford 1 firm
- Missouri City 1 firm
- Bellaire 3 firms
- Houston 157 firms
- Richmond 1 firm
- Katy 5 firms
- Pearland 2 firms
- Fulshear 1 firm
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