DSG Capital Advisors, LLC

RIASEC RegisteredEst. 2024

Total AUM

$780M

Discretionary

$763M

98% of AUM

Avg account

$1.5M

Accounts

510

Employees

Advisory reps

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

FINTRX

Overview

DSG Capital Advisors, LLC is an independent, SEC-registered registered investment adviser organized as an LLC. The firm identifies as a capital allocator serving individual and family clients and provides a mix of financial planning and portfolio management services for individuals, small businesses and institutions. Its advisory offering includes direct portfolio management and the selection of external managers, and its billing model combines percentage-of-AUM fees with hourly and fixed-fee arrangements. The firm does not position itself as an ESG-focused adviser and does not identify as a multi-state adviser. DSG Capital acts both as a discretionary manager for client assets and as a selector of third-party managers when appropriate.