DGM Asset Management, L.L.C.

The firm provides discretionary investment management and ongoing portfolio supervision to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, charitable organizations and business entities. As of year‑end 2025 it reported approximately $80.2 million in assets under management and generally does not offer standalone financial planning services.

The firm primarily relies on fundamental analysis, supplemented by technical, charting and cyclical methods, and implements strategies that range from long‑term holdings to short‑term trading, margin, option writing and short sales. Portfolios are continuously monitored and tailored to client‑imposed restrictions, with the firm generally avoiding market timing while adjusting cash levels as appropriate.

Distinctive features include an affiliated attorney who maintains a limited legal practice separate from the advisory business and formal relationships with unaffiliated outside money managers to which the firm may refer portions of client assets without receiving referral compensation. The firm’s client mix includes institutional clients such as pension and profit‑sharing plans, and it occasionally provides educational seminars to advisory and prospective clients—characteristics that are less common for solo independent advisers.