Desert Capital Management Group, Inc

Desert Capital Management Group provides investment management and portfolio monitoring primarily for individual and high‑net‑worth clients, delivering asset management, comprehensive portfolio oversight, and third‑party money management services. The firm operates with a small advisory team and reports approximately $5.7 million in non‑discretionary assets across its client relationships, billing on a percentage‑of‑assets basis.

The firm’s investment approach draws on charting, cyclical, fundamental and technical analysis and uses both long‑term and short‑term purchase strategies, with the potential to use stocks, bonds, ETFs, mutual funds, options and margin where appropriate. Desert Capital does not accept discretionary trading authority: trades are executed only with prior client approval and accounts are reviewed verbally at least annually rather than through routine written reports.

Two features distinguish Desert Capital from many peers: it reports virtually all assets as non‑discretionary (the firm states $0 in discretionary assets), which is uncommon among supported advisers, and it participates as a selling‑group agent in Regulation D private placements and receives commissions for those transactions — a practice that few supported firms disclose. The firm also relies on a custodian arrangement that provides research and execution services on terms the adviser believes are advantageous, and it does not accept proxy voting authority for client securities.