DSG Capital Advisors, LLC
Firm details
- Headquarters
- Edina, Minnesota
- CRD number
- 332056
- Registered since
- August 8, 2024
- Website
- www.dsgcapitaladvisors.com
- Custodians
- LPL FINANCIAL LLC, NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.99%
- Charitable Organizations7.31%
- Individuals2.6%
- State / Municipal Government0.11%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
DSG Capital Advisors, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm identifies itself as a capital allocator serving individuals and families, offering a mix of advisory services that include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and the selection of third‑party managers. Its billing palette includes percentage‑of‑AUM fees alongside hourly and fixed‑fee engagements. The firm does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities68%
- Public Funds/Mutual Funds22%
- Cash & Cash Equivalents4%
- Derivatives3%
- Private Funds3%
Owners & executives
1 of 1
Denver Gilliand
Founder & CEOCRD 2555662
Contacts
3 of 5
Cynthia Slater
Client Relationship ManagerCRD 1705663
Klair Reese
DirectorCRD 7228338
Jonathan Bellm
Investment AnalystCRD 7593289
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Edina, MN
Hennepin
Location
Edina, MN
Headquartered in Edina, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 7760 France Ave S
- Time zone
- CT (UTC-6)
- Office locations
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