Dominic Depaul Trupiano

Employer firm

Cbiz Investment Advisory Services, LLC CRD 286002

$12.8B regulatory AUM 768 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2010 → 11/2021
  R.T. Jones Capital Equities Managment, Inc.
  St. Louis, MO
• 11/2021 → 01/2022
  Hm Capital Management
  Clayton, MO
• 01/2022 → 02/2025
  Onedigital Investment Advisors Llc
  Overland Park, KS
• 02/2025 → 02/2026
  Unemployed
  Saint Charles, MO
• 02/2026 → Present
  Cbiz Investment Advisory Services, Llc
  St Louis, MO

Previous Registrations

• 2025-01-30 → 2026-01-07
  Onedigital
  Clayton, MO
  Overland Park, KS
• 2022-01-26 → 2025-01-28
  Onedigital
  Clayton, MO
  Overland Park, KS
• 2021-11-17 → 2023-01-02
  Hm Capital Management, Llc
  Clayton, MO
• 2011-02-04 → 2021-11-15
  R.T. Jones Capital Equities Management Inc.
  St. Louis, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-02-03
• S63 Uniform Securities Agent State Law Examination
  2010-07-15