DBG Capital Advisors, LLC

RIAState Registered
Total AUM
$1.6M
Discretionary
$1.6M
100% of AUM
Avg account
$267K
Accounts
6
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
147504
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

DBG Capital Advisors, LLC is a small, Texas‑registered independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves individuals and families, offering portfolio management services geared toward individual investors and small businesses. Its stated fee model is a percentage of assets under management. The firm does not identify as an active ESG investor, does not operate as a multi‑state adviser, and does not advertise pension consulting or related‑adviser services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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