Domain Money Advisors, LLC

• Hourly charges
• Subscription fees (for a newsletter or periodical)
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Account minimum: None

As stated in the firm's Form ADV Part 2A brochure dated May 20, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

$43,285,190 as of October 2026, filing dated September 22, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses

Also doing business as

DOMAIN FINANCIAL SERVICES

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2021 (4 years)

Employees

Total: 39. Performing investment advisory functions: 14.

Wrap fee program participation

No.

States registered or notice-filed

40 states or jurisdictions

ALARAZCACOCTDCFLGAHIIDILINKSKYLAMAMDMEMIMNMOMTNCNHNJNMNVNYOHORPASCTNTXUTVAVTWAWI

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

1 Reports 1 disclosure item on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

• 11.D(4) In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $0 in the October 2022 data and $43,285,190 in the October 2026 data.

Total employees: 2 in October 2022 and 39 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. October 2026
   • Registered or notice-filed in AL, AR, ME, NM.
2. June 2026
   • Regulatory assets under management went from $0 to $43,285,190.
   • Registered or notice-filed in KS, KY, NH.
   • Updated its list of owners and control persons (Schedule A).
3. May 2026
   • Registered or notice-filed in MT, VT.
4. March 2026
   • Added the business name Domain Financial Services.
   • Employees performing advisory functions went from 9 to 14.
5. December 2025
   • Registered or notice-filed in HI, ID, LA, SC, TN, UT, WI.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.