DBG Capital Advisors, LLC
RIAState Registered
Total AUM
$1.6M
Discretionary
$1.6M
100% of AUM
Avg account
$267K
Accounts
6
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 147504
- Website
- dbgcapitaladvisors.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
DBG Capital Advisors, LLC is a small, Texas‑registered independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves individuals and families, offering portfolio management services geared toward individual investors and small businesses. Its stated fee model is a percentage of assets under management. The firm does not identify as an active ESG investor, does not operate as a multi‑state adviser, and does not advertise pension consulting or related‑adviser services.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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