D & G Advisory Group, L.L.C.

Overview

D & G Advisory Group, L.L.C. is an independent registered investment adviser launched in 2021 and owned by an individual principal. The firm serves individuals and families, combining financial planning, portfolio management for private clients and small businesses, and pension consulting-style services alongside insurance brokerage. Its compensation model is blended — percentage-of-AUM fees, hourly charges and commission-based revenue streams — which supports both fee-based advisory relationships and insurance/annuity placements. Investment activity tilts toward publicly traded equities as the primary capital allocation, with exchange-traded equities identified as the most used asset type. The firm does not promote itself as a capital allocator or an active ESG investor; instead it relies on outside managers and third-party products to implement non-traditional exposures. Custody and trading are concentrated through a single custodian relationship.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices