DSG Capital Advisors, LLC logo

DSG Capital Advisors, LLC

Updated today

Client assets under management

$722,441,521

Clients

115

55% high-net worth

Advisors

7

of 10 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

16

Very Low

Average account size

$6,282,100

About

DSG Capital Advisors provides discretionary investment management, financial planning, family office services, and retirement plan advisory to high-net-worth individuals, families, trusts, estates, businesses and plan sponsors. The firm acts as a fiduciary and offers customized portfolios and consolidated reporting alongside family governance, succession planning, and service-provider coordination.

The firm’s investment process combines quantitative and qualitative fundamental analysis with technical and macroeconomic (top‑down) analysis, and typically emphasizes long‑term allocations implemented with individual stocks, bonds and ETFs, while also using independent managers, alternatives and structured instruments when appropriate. DSG monitors portfolios on an ongoing basis and may trade short‑term to rebalance, harvest tax outcomes, or address changing client needs and market conditions.

DSG is notable among peers for sponsoring a wrap fee program — detailed in an ADV appendix — that bundles transaction costs for clients who select LPL Financial as custodian, and for explicitly offering retirement‑plan advisory services that can include ERISA 3(21) and 3(38) oversight. The firm also discloses family office services, uses client testimonials in its marketing materials, manages roughly $780 million across about 115 relationships, and generally targets relationships with a minimum size of $5 million.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Private / alternative investments Options & derivatives strategies Tax-loss harvesting

Fee options

Fixed

Financial planning and consulting services may be offered for fixed fees up to $500,000 based on scope and complexity.

Percentage

$0 - $5,000,000: 1.25% annually $5,000,001 - $10,000,000: 1.15% annually $10,000,001 - $25,000,000: 0.95% annually $25,000,001 - $50,000,000: 0.80% annually $50,000,001 - $100,000,000: 0.70% annually $100,000,001+: 0.60% annually

Project-based

Financial planning and consulting services at hourly rates ranging from $125 to $475 per hour.

Other

Account minimum: $5,000,000 Fee-only: Investment management fees are asset-based, paid quarterly in advance; financial planning fees range from $125 to $475 per hour or fixed fees up to $500,000; retirement plan advisory fees up to 0.75% annually; consulting services hourly $125-$475 or fixed fees.

Main office location

DSG Capital Advisors, LLC

7760 France Avenue South, Suite 815

Edina MN 55435, United States

Number of offices

1

Most active in

Colorado · Florida · Minnesota

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Craig M

Series 65

Edina, MN

DSG Capital Advisors, LLC

Craig Mc Pherson is a financial advisor at DSG Capital Advisors, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Hightower Advisors, LLC. Outside of his advisory role, he serves as a Flight Officer for United Airlines. DSG Capital Advisors serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm provides family-office style wealth management, discretionary portfolio management, and retirement-plan advisory services, employing a primarily long-term, research-driven investment approach.

Wealth management Private / alternative investments Options & derivatives strategies Tax-loss harvesting
user avatar

Denver G

Series 66

Edina, MN

DSG Capital Advisors, LLC

Denver Gilliand is a financial advisor at DSG Capital Advisors, LLC with 29 years of industry experience. He holds a Series 66 designation and has previously worked at HighTower Advisors, Bank of America, and Merrill Lynch. He also serves as an investment advisor and distribution advisor for several family trusts and is a managing partner at Stone Arch LLC. DSG Capital Advisors serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm offers family-office style wealth management, discretionary portfolio management, and retirement-plan advisory services, employing a primarily long-term, research-driven investment approach.

Wealth management Private / alternative investments Options & derivatives strategies Tax-loss harvesting
user avatar

Nicholas M

CFA®, Series 63

Edina, MN

DSG Capital Advisors, LLC

Nicholas Mattiacci is a CFA® charterholder with five years of industry experience. He is currently with DSG Capital Advisors, LLC and previously worked at Castalian Partners, Craig-Hallum Capital Group, and Maynards. DSG Capital Advisors serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm provides family-office style wealth management, discretionary portfolio management, and retirement-plan advisory services, utilizing a long-term investment approach based on fundamental, technical, and macroeconomic research.

Wealth management Private / alternative investments Options & derivatives strategies Tax-loss harvesting
user avatar

Klair R

Series 66

Edina, MN

DSG Capital Advisors, LLC

Klair Reese is a financial advisor at DSG Capital Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Hightower Advisors, LLC, Hightower Securities, LLC, and Family Partners LTD. DSG Capital Advisors serves high-net-worth individuals, families, trusts, estates, businesses, and retirement-plan sponsors, offering family-office style wealth management, discretionary portfolio management, and retirement-plan advisory services. The firm employs a primarily long-term, discretionary investment approach using fundamental, technical, and macroeconomic research.

Wealth management Private / alternative investments Options & derivatives strategies Tax-loss harvesting
user avatar

Jonathan B

Series 66

Edina, MN

DSG Capital Advisors, LLC

Jonathan Bellm is a financial advisor at DSG Capital Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at Raymond James Financial Services, Inc., Cambridge Trust, and Fidelity Investments. DSG Capital Advisors serves high-net-worth individuals, families, trusts, estates, and businesses, providing family-office style wealth management, discretionary portfolio management, and retirement-plan advisory services. The firm employs a long-term, discretionary investment approach utilizing fundamental, technical, and macroeconomic analysis to construct diversified portfolios.

Wealth management Private / alternative investments Options & derivatives strategies Tax-loss harvesting
user avatar

Cynthia S

Series 63, Series 65

Edina, MN

DSG Capital Advisors, LLC

Cynthia Slater is a financial advisor at DSG Capital Advisors, LLC with 18 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Hightower Securities, LLC and Hightower Advisors. DSG Capital Advisors serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plans, offering family-office style wealth management, discretionary portfolio management, and retirement-plan advisory services. The firm employs a long-term, discretionary investment approach that combines fundamental, technical, and macroeconomic analysis.

Wealth management Private / alternative investments Options & derivatives strategies Tax-loss harvesting
user avatar

Jack B

Series 66

Edina, MN

DSG Capital Advisors, LLC

Jack Bridgeman is a financial advisor at DSG Capital Advisors, LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at Hightower Advisors and Hightower Securities, LLC. DSG Capital Advisors serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm provides family-office style wealth management, discretionary portfolio management, and retirement-plan advisory services using a primarily long-term, research-driven investment approach.

Wealth management Private / alternative investments Options & derivatives strategies Tax-loss harvesting
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