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, LLC is an SEC‑registered adviser managing about $780 million for roughly 115 clients and operates with six advisors. The firm provides discretionary investment management, financial planning, retirement plan advisory services, and family office services (including philanthropy, tax coordination, trust and estate planning coordination and consolidated reporting) to high‑net‑worth individuals, families, trusts, estates and businesses, typically with a $5 million relationship threshold. DSG constructs customized, primarily long‑term portfolios using individual stocks, bonds and ETFs and may also employ mutual funds, independent managers, options, structured products and alternative investments when appropriate. The firm describes a research approach that combines quantitative and qualitative fundamental analysis, technical indicators and macroeconomic analysis, with continuous client contact and periodic account reviews to align portfolios with client objectives and risk tolerance. Noteworthy features for a firm of this size include sponsorship of a wrap‑fee program for clients who custody assets at LPL Financial, where transaction costs are bundled into the asset‑based fee and may affect trading incentives. DSG also serves state and municipal government clients—an uncommon client type among similar team firms—and discloses the use of testimonials in its advertising.

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.