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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-23-1998
- Office Locations
- 1
Office Locations
About Digiorgio Capital Management, Inc.
Digiorgio Capital Management, Inc. is a White OAK-based RIA. The firm has been operating for 28 years. Managing $52.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 220 clients, or 220 clients per representative. That equates to $236.4K in reported AUM per client.
The profile lists 1 reported office location and 28 years in operation. The source data was last updated on February 28, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Vehicles
- Services
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Owner & Executives
MARK ANTHONY DIGIORGIO
President, Project Manager
- CRD
- #2955247
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $52,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Digiorgio Capital Management, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.