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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-08-2024
- Office Locations
- 3
Office Locations
About DSG Capital Advisors, LLC
DSG Capital Advisors, LLC is an Edina, MN registered investment adviser providing investment management and planning, including retirement and tax planning, estate administration, bookkeeping, generational wealth, and private foundation support. The firm emphasizes a data-driven, quantitative investment approach and has a dedicated Aviation offering for commercial pilots planning for retirement, with custody support including Schwab and Fidelity.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DENVER SCOTT GILLIAND
Advisor, Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2555662
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Carrie Ackley
Chief Compliance Officer
- CRD
- --
Jonathan Bellm
Investment Analyst
- CRD
- --
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $763,224,213 | $1,517,344 |
| Non-Discretionary | $17,087,290 | $2,441,041 |
| Total | $780,311,503 | $1,530,023 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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