$1.1B Total AUM
$1.1B Disc. AUM
61.6% 3Y CAGR
12 Employees
400 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Ember unison
- Established Date
- 10-04-2016
- Office Locations
- 1
Office Locations
101 Hudson Street 21st Floor Jersey City NJ
About DGS Capital Management
DGS Capital Management partners with independent RIAs and financial advisors to implement customized equity SMAs via a direct indexing platform, supporting tax-efficient transitions and advisor-ready reporting. Built as an extension of the investment team, DGS scales portfolio management for firms from startups to enterprise RIAs. Not bank-owned and never raised outside capital, with real-time access to portfolio managers.
Team overview
-- AVG AGE
$150.6M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
0.2 yrs AVG TENURE
12 Employees
7 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Vital Pathway
Investment Themes
Momentum timber Alpha value Pioneer meridian Peak alpha
Investment Vehicles
Oak Insight vital
Services
North Atlas
Technology
Ember
Owner & Executives
A
ASHISH SHARMA
Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #6543184
- Ownership
- 75% or more
(485) 766-1938
foundation.beacon@vertexcapital.com
in linkedin.com/in/element-eagle
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,054,081,877 | $923,823 |
| Non-Discretionary | $0 | -- |
| Total | $1,054,081,877 | $923,823 |
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Separately Managed Accounts
Total SMA Asset: $1,054,081,877
Equity - Exchange:
7.6% Public Funds:
19.4% Cash:
22.4% U.S. Government/Agency:
22.7% Corporate - Investment Grade:
27.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $253,286,285 | 7.6% |
| Public Funds | $646,546,571 | 19.4% |
| Cash | $746,527,999 | 22.4% |
| U.S. Government/Agency | $756,526,142 | 22.7% |
| Corporate - Investment Grade | $929,827,285 | 27.9% |
| Total | $3,332,714,282 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ZENITH INSIGHT PATHWAY | DELTA INSIGHT | YINFUXCV5 | PHT | 1.59% | $82,980,681 |
| PRIME PIONEER | CREST MATRIX | 98N5HW38T | RJRT | 11.57% | $70,584,859 |
| PIONEER FRONTIER | UNISON FOUNDATION | 8QOS8EWCP | XZMBS | 3.82% | $42,589,934 |
| LEGACY EAGLE | INSIGHT FOUNDATION | 9GOEMRYJO | JNSDL | 8.56% | $30,876,312 |
| PEAK ELEMENT | BEACON PRIME | 13TGE6XKR | GRK | 7.21% | $64,818,031 |
| RIDGE LEGACY FUSION | NORTH OAK | 4ZTEP0RD2 | LUE | 4.10% | $119,982,805 |
| HARBOR OAK | PATHWAY SIGNAL | MJOTA0J1B | XDW | 11.78% | $57,887,196 |
| FOCUS CATALYST FRONTIER | OAK RADIAL | G8ZSJNBWH | QXGX | 3.84% | $55,964,788 |