Dominari Holdings Inc
dominariholdings.comWhat Do They Do?
Provides wealth management, investment banking and trading services to individuals, families and businesses.
10-K for FY2025, filed Mar 31, 2026Dominari Holdings Inc. (“Dominari”) is a holding company that, through its various subsidiaries, is engaged in wealth management…View ↗
Dominari Securities provides a comprehensive array of financial services to high-net-worth individuals and families, corporate executives…View ↗
Dominari Securities’ investment banking division provides strategic advisory services and capital markets products to emerging growth and…View ↗
Dominari Securities provides a broad range of sales and trading services to our clients. Sales and trading services include:View ↗
How Do They Make Money?
Clients pay commissions when their securities trades settle, and underwriting and placement fees when an offering is completed. Advisory services are paid for over time, while investment-banking advisory fees are earned when an engagement ends or a transaction succeeds.
10-K for FY2025, filed Mar 31, 2026Underwriting services include underwriting and private placement agent services in both the public and private equity and debt capital…View ↗
Commissions are earned by executing transactions for clients primarily in equity, equity-related, and debt products. Commission revenue…View ↗
Account advisory and management fees are two revenue streams which are both recognized over time. Please see further description below:View ↗
The Company earns revenue for performing account advisory and investment advisory services for customers based on contractually fixed rates…View ↗
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10-K for FY2025, filed Mar 31, 2026
FY2025 revenue by product or service ↗
$123.1M
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10-K for FY2025, filed Mar 31, 2026
$123.1M ↗
| Segment | Share | Revenue |
|---|---|---|
|
Principal transactions
|
−0.7% |
Principal transactions, FY2025
−$872K Sources
|
|
Interest income – noncustomer
|
0.7% |
Interest income – noncustomer, FY2025
$904K Sources
|
Who Are Their Customers?
Individuals and families, corporate executives, businesses and institutions use the firm’s wealth management, trading, investment banking and asset management services. Clients establish brokerage or advisory accounts, and the firm also serves businesses seeking capital raising or strategic advice.
10-K for FY2025, filed Mar 31, 2026Dominari Securities provides a comprehensive array of financial services to high-net-worth individuals and families, corporate executives…View ↗
Dominari Securities’ investment banking division provides strategic advisory services and capital markets products to emerging growth and…View ↗
Equities Capital Markets. Dominari Securities provides capital raising solutions for corporate, institutional, and qualifying retail…View ↗
Institutional Equity Sales and Trading. Dominari Securities acts as an agent in the execution of its customers’ orders through our…View ↗
Asset ManagementView ↗
Do Revenues Turn Into Profits?
No. It lost $22.4M in FY2025.
10-K for FY2025, filed Mar 31, 2026
How Are They Changing?
- Net income
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Sources
10-Q for Q2 FY2026, filed Aug 11, 2026
−$5MView ↗
- ▼ Now a loss
- vs $16.6M in Q2 FY2025
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Jun 26, 2026
Changed its independent accounting firm
It dismissed CBIZ CPAs and engaged Grassi & Co. to audit its 2026 financial statements.
Sources
8-K, filed Jun 26, 2026
On June 24, 2026, Dominari Holdings Inc. (the “Company”), with the approval of the audit committee of the board of directors of the Company…View ↗
Financial services focus
The older report described a business spanning financial services, biotechnology research and development, and acquiring interests in high-growth industries. The latest report focuses on financial services and says it is winding down its historical biotechnology assets.
10-K for FY2022, filed Mar 31, 2023 10-K for FY2025, filed Mar 31, 2026
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