# DSG Capital Advisors, LLC

> DSG Capital Advisors, LLC is an SEC-registered investment advisory firm in Edina, MN, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 16, 2026.

- CRD: 332056
- Filed as: DSG CAPITAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Edina, MN
- Filing period: October 2026
- Form ADV filing dated: September 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332056
- AdvisorCensus page: https://advisorcensus.com/firm/dsg-capital-advisors-llc-edina-mn-332056

## Quick answers

**How is DSG Capital Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), DSG Capital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does DSG Capital Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated July 31, 2026 states: Hourly rate: $125 to $475 an hour (financial planning services); Flat fee: up to $500,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is DSG Capital Advisors, LLC located?**
DSG Capital Advisors, LLC's principal office is in Edina, MN, according to its Form ADV.

**Is DSG Capital Advisors, LLC registered with the SEC or a state?**
DSG Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332056.

**How much does DSG Capital Advisors, LLC manage?**
DSG Capital Advisors, LLC reports $780,311,503 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (98% discretionary).

**How have DSG Capital Advisors, LLC's assets and staff changed since 2024?**
In the Form ADV data for DSG Capital Advisors, LLC: Regulatory assets under management: $0 in the October 2024 data and $780,311,503 in the October 2026 data. Total employees: 11 in October 2024 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does DSG Capital Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (63); individuals (other than high net worth individuals) (52).

**Which custodians does DSG Capital Advisors, LLC use?**
DSG Capital Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC and National Financial Services LLC (affiliated with the firm) as custodians holding 10% or more of its separately managed account assets.

**Does DSG Capital Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/332056

**Does DSG Capital Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 31, 2026 says: "DSG generally requires a minimum relationship size of $5,000,000 for investment management services, which may be reduced at the sole discretion of the Advisor."

**What changed in DSG Capital Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $683,836,020 to $780,311,503 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 31, 2026)

- Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)

> DSG generally requires a minimum relationship size of $5,000,000 for investment management services, which may be reduced at the sole discretion of the Advisor.

- Hourly rate: $125 to $475 an hour (financial planning services)

> DSG offers financial planning services at an hourly rate ranging from $125 to $475 per hour or a fixed engagement fee based on the expected number of hours to complete the engagement.

- Flat fee: up to $500,000 (financial planning services)

> Fixed fees range up to $500,000 based on the scope, duration and complexity of the services to be provided.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC
- National Financial Services LLC (affiliated with the firm)

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $780,311,503
- Discretionary: $763,224,213
- Non-discretionary: $17,087,290

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 52 | $20,273,189 |
| High net worth individuals | 63 | $702,168,332 |
| Charitable organizations | Fewer than 5 | $57,032,890 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $837,092 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 10 total, 7 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CO, FL, MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dsgcapitaladvisors.com
- Facebook @DSGCapitalAdvisors
- LinkedIn @dsgca
- YouTube @DSGCapitalAdvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 11 | August 16, 2024 |
| October 2025 | $683,836,020 | 10 | June 12, 2025 |
| October 2026 | $780,311,503 | 10 | September 16, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $780,311,503 in the October 2026 data.
Total employees: 11 in October 2024 and 10 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $683,836,020 to $780,311,503 (+14%).

### January 2026
- No longer registered or notice-filed in CA, WI.

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. DSG Capital Advisors, LLC (CRD 332056): Form ADV filing data as of October 2026.