DGS CAPITAL MANAGEMENT
SEC RegisteredInstitutional Strategies. Boutique Access for Advisors.
About the firm
DGS enables advisors to leverage institutional investment strategies, customize portfolio design, and collaborate directly with their investment team on complex client cases. The firm manages $1.3 billion across advisor and institutional accounts, backed by 15+ years of evidence-based systematic and tax-aware investing.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
DGS offers institutional investment strategies including a Long-Short Tax Aware equity strategy, Long-Only Custom SMA, and options overlays for downside risk management, income generation, and tax deferral on concentrated positions. The firm also provides co-branded client-ready reporting with portfolio transparency and tax-aware visibility.
Who they serve
Financial advisors and RIAs working with clients who have complex portfolios, concentrated stock positions, large capital gains, legacy holdings, or institutional investment needs.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 246 | $113M |
| High Net Worth Individuals | 148 | $936M |
| Charitable Organizations | 2 | $3.1M |
| State/Municipal Entities | 4 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DGS CAPITAL MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.