A complete list of active advisors currently associated with DSG Capital Advisors, LLC

Warmer can help you find a great advisor at DSG Capital Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at DSG Capital Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.