$1.9M Total AUM
$1.9M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
17 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- VectorAlpha element +more
- Established Date
- 07-28-2008
- Office Locations
- 1
Office Locations
-- THE Woodlands TX
About DBG Capital Advisors, LLC
DBG Capital Advisors is a Texas-based fiduciary money manager serving retail investors with disciplined portfolio management and straightforward advice. The firm emphasizes a math-, statistics-, and probability-driven approach to asset allocation, risk management, and portfolio construction, and states it avoids commission-based product incentives and unnecessary trading. Custody includes Interactive Brokers.
Team overview
-- AVG AGE
$1.9M AVG AUM / ADVISOR
$316.7K AVG AUM / CLIENT
18 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Upgrade to reveal position-level detail across momentum element.
Unlock to see real insight on summit quantum beacon.
Request access to benchmark trends tied to value horizon.
Premium access reveals conviction themes in vector meridian.
Full visibility includes strategy notes for pathway legacy wave.
Upgrade to reveal position-level detail across vertex meridian.
Unlock to see real insight on delta catalyst.
Unlock to see real insight on atlas matrix alpha.
CRM
Ridge focus
Custodian
Bridge eagle Radial timber
Investment Themes
Atlas Crest
Investment Vehicles
Capital capital
Services
Glacier
Technology
Vital timber Ridge value Harbor
Owner & Executives
D
DONALD BERNARD GIELLO
Founder, President
- CRD
- #1633561
- Ownership
- 75% or more
(943) 515-3325
ember.momentum@bridgecapital.com
in linkedin.com/in/vital-optima
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,900,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,900,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $1,900,000
Other:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $4,158,446,593 | 100.0% |
| Total | $4,158,446,593 | 100.0% |