Dgs Capital Management
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Overview
Dgs Capital Management is an advisory company located in Jersey City, New Jersey. Dgs Capital Management administers $260.1 million in assets across 414 customer accounts, making it a mid-tier financial advisory firm in the country by assets under management (AUM). It has a small team, including 4 financial advisors. Dgs Capital Management is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are exchangable financial investments like bonds, options and equities.
Dgs Capital Management oversees all of its accounts in a discretionary manner. Discretionary management signifies that a portfolio manager has the discretion to make transaction choices without requiring client authorization. The firm's average account size is $628,274. The typical advisor at Dgs Capital Management administers about 104 client accounts.
The firm's headquarters is located at 101 Hudson Street, Jersey City, New Jersey 7302. Dgs Capital Management is allowed to serve customers throughout 6 states, including California, New Jersey, New York, Ohio, Texas and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Dgs Capital Management by the Numbers
$260.1 million
8
414
$628.3 thousand
Fee Structure
Financial advisory fees largely vary depending on the type of services provided. Fee types billed by the firm likely consist of the following fee structures: asset-based, hourly or fixed. The firm does not supply a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Dgs Capital Management provides services to retail investors and high net worth investors. Out of its 414 accounts, Dgs Capital Management's biggest client is retail investors, although it also caters to 78 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 6% of the company's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 43.82%
- Other Individuals - 56.18%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Dgs Capital Management does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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