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DSG CAPITAL ADVISORS, LLC

CRD 332056 · SEC 801-130879

Visit website

7760 FRANCE AVENUE SOUTH, SUITE 815, EDINA, MN, 55435, United States

Phone

(612) 515-9900

Fax

(612) 515-7500

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$780.3M

Discretionary AUM

$763.2M

Team

10 total employees; 7 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals52$20.3M
High net worth individuals63$702.2M

States served

CO, MN, FL

All web addresses on file

Official SEC filing: View on IAPD