$1.9M Total AUM
$1.9M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
18 yrs Firm Age
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- 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
18yrs Firm Age
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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
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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 | -- |
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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% |