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D & G Advisory Group, L.l.c.

D & G Advisory Group, L.l.c.. CRD 125055

D & G Advisory Group, L.l.c. logo

CRD: 125055

D & G Advisory Group, L.l.c.

Menominee, MI
9068638069
www.dgadvisory.com
$190.9M Total AUM
$190.9M Disc. AUM
17.8% 3Y CAGR
3 Employees
293 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Horizon pathwayBridge +more
Established Date
04-19-2011
Office Locations
1

Office Locations

-- Menominee MI

About D & G Advisory Group, L.l.c.

D & G Advisory Group, L.L.C. is a Menominee, MI-based RIA providing holistic financial planning and personalized investment guidance for individuals and families navigating retirement and other life transitions. The firm supports goals like wealth building, asset preservation, and family protection, incorporating portfolio construction, tax/estate considerations, and insurance planning. Portfolios are ETF-leaning with diversified equity and fixed-income exposure, and custody includes Charles Schwab.

Team overview

-- AVG AGE
$95.5M AVG AUM / ADVISOR
$651.6K AVG AUM / CLIENT
10.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age

Insights

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Asset Classes

Matrix timber Legacy Eagle peak Delta

Custodian

Horizon Delta unison Insight alpha Frontier Harbor momentum Element

Investment Themes

Value

Investment Vehicles

Quantum

Services

Meridian Matrix radial Summit vertex Delta pathway Catalyst momentum Ember vector Bridge vertex

Technology

Radial alpha Horizon timber Pioneer

Owner & Executives

D

DAVID MICHAEL JONES

Chief Compliance Officer, Chief Executive Officer

CRD
#1023665
Ownership
75% or more
(485) 315-5814
signal.foundation@elementcapital.com
in linkedin.com/in/insight-horizon
G

GAIL A JONES

VICE PRESIDENT

CRD
#5912729
Ownership
10% but less than 25%
(854) 792-5046
eagle.peak@optimacapital.com
in linkedin.com/in/capital-delta

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-06-2022
02-14-2023
03-12-2024
03-28-2025
03-24-2026
Category Assets AVG. Account size
Discretionary $190,913,758 $651,583
Non-Discretionary $0 --
Total $190,913,758 $651,583

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Separately Managed Accounts

Total SMA Asset: $190,913,758

$190.9M Total SMA
Equity - Exchange:
9.8%
Equity - OTC:
28.8%
Cash:
7.6%
Municipal Bonds:
25.5%
U.S. Government/Agency:
28.3%
Asset class Assets Assets %
Equity - Exchange $528,097,082 9.8%
Equity - OTC $1,551,958,772 28.8%
Cash $409,544,676 7.6%
Municipal Bonds $1,374,130,163 25.5%
U.S. Government/Agency $1,525,015,044 28.3%
Total $5,388,745,737 100.0%

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