DGM Asset Management, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
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.
Client services
Expertise
Fee options
1% to 2% annually, negotiable based on account size and other factors
Main office
South Orange NJ
Advisors at this office
2
Most active in
New Jersey · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Anthony A
Series 63, Series 65
South Orange, NJ
DGM Asset Management, L.L.C.
Anthony Apostolico is the sole advisor at DGM Asset Management, L.L.C. in South Orange, NJ, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with DGM Asset Management since 2000. DGM Asset Management provides discretionary investment management and portfolio supervision to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis supplemented by technical and cyclical methods, offering strategies from long-term holdings to short-term trading, while generally avoiding market timing and tailoring portfolios to client restrictions.
Thomas C
Series 63, Series 65
South Orange, NJ
DGM Asset Management, L.L.C.
Thomas Capola is the founder of DGM Asset Management, L.L.C. in South Orange, New Jersey, where he has been engaged since 1997. He holds Series 63 and Series 65 licenses and has one year of industry experience under his current registration. Capola is also the founder of Rebel Goat Partners, LLC, an entity formed in 2024 to hold and manage residential and commercial real estate owned by his family. DGM Asset Management provides discretionary investment management and portfolio supervision for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis to implement strategies ranging from long-term holdings to short-term trading, with portfolios continuously monitored and tailored to client-imposed restrictions.
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