Dsg Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Edina, MN. Its latest Form ADV filing, dated March 25, 2026, reports $780M in regulatory assets under management, 10 employees, and 510 accounts.
Assets Under Management
$780M
Employees
10
Offices
--
Total Clients
115
Primary office
EDINA, MN
7760 FRANCE AVENUE SOUTH, SUITE 815, EDINA, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.8% of total clients.
Top client categories% of clientsClients
1
HNWI
54.8%
63
2
Individuals
45.2%
52
Categories with <5 clients
Charitable Organizations<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$780Mas of March 25, 2026
Discretionary97.8%
$763M
98% of total RAUM97.8%
Non-discretionary2.2%
$17M
2% of total RAUM2.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$780M
Total Accounts510
10Y AUM Change+$780M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee12:1
10Y Employee Change-1 (-9.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.