SourcingSourcing

DSG CAPITAL ADVISORS, LLC

B50
CRD 332056·SEC 801-130879·EDINA, MN
AUM
$780.3M
$500M-$1B
Est. Revenue
$7.8M
@ 1% on AUM
Est. EBITDA
$2.3M
@ 30% margin
Est. Deal Value
$18.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DSG CAPITAL ADVISORS, LLC
CRD
332056
SEC file #
801-130879
EIN
320779767
DBA names
—

Economics

AUM
$780.3M
AUM band
$500M-$1B
AUM trajectory
'25'26
$683.8M → $780.3M▲ +14%
Client mix
Individuals High Net Worth63
Individuals Other52

Operations

Employees (total)
10
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'25'26
7 advisors → 7 advisors▬ 0%
Primary office
EDINA MN
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
dsgcapitaladvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DSG HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
DSG HOLDINGS, LLC
GILLIAND, DENVER, SCOTT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
DSGCAPITALADVISORS.COM
Rdap Domain Creation Date
2024-06-19T01:35:25Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
8,725
Form 5500 Compensation Trajectory 3y
20258,725
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
8,725
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0002060765
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-03-19
Edgar Last Filing Date
2026-04-27
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-27
Accession0001951757-26-000735

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Lpl Financial4
E*trade4
Fidelity2
Edgar Addresses
Mailing
7760 FRANCE AVENUE SOUTHSUITE 815EDINA, MN 55435
Business
7760 FRANCE AVENUE SOUTHSUITE 815EDINA, MN 55435
Edgar EIN
320779767
Edgar Recent Filings
13F-HR2026-04-27 · 0001951757-26-000735
13F-HR2026-01-27 · 0001951757-26-000318
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-06-19T01:35:25Z
Rdap Domain Last Changed
2024-06-19T01:35:25Z
Rdap Nameservers
Ns41.domaincontrol.comNs42.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (7)

7
GILLIAND, DENVER, SCOTT
IAR · Executive Officer · 2.5%
2555662
Craig McPherson
IAR
7767674
Jonathan Bellm
IAR
7593289
CYNTHIA KAY SLATER
IAR
1705663
Klair Marie Reese
IAR
7228338
NICHOLAS PAUL MATTIACCI
IAR
6250941
Jack Bridgeman
IAR
7685942