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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

DSG CAPITAL ADVISORS, LLC

CRD 332056

EDINA, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:34b77151-c68a-cbfb-dd77-6a2847a0c5ff

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 5
On other graphs: 0
Observed: Jul 8, 2024 to Sep 16, 2026
13 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.07 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $780MItem 5.F on the latest filing (2026-09-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $763M
Private client RAUM: $722MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $130Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 510
Individual clients: 52
High net worth clients: 63
Custody, client assets: $301M
SEC number: 801-130879
CRD: 332056
Filings on the tape: 13
First filed: Jul 8, 2024
Latest filed: Sep 16, 2026
Organised: Limited Liability Company, SD

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DENVER SCOTT GILLIAND	n/a	EDINA, MN	2	29	2	no
CYNTHIA KAY SLATER	n/a	EDINA, MN	2	10	1	no
Klair Marie Reese	n/a	EDINA, MN	2	20	1	no
Jack Bridgeman	n/a	EDINA, MN	2	9	1	no
Craig McPherson	n/a	EDINA, MN	2	18	1	no
Jonathan Bellm	n/a	EDINA, MN	1	11	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ACKLEY, CARRIE, JEANNE	CHIEF COMPLIANCE OFFICER	Na	yes	08/2024	Aug 16, 2024	Dec 6, 2024
DSG HOLDINGS, LLC	MANAGING MEMBER	E	yes	08/2024	Aug 16, 2024	Dec 6, 2024
GILLIAND, DENVER, SCOTT	MANAGING MEMBER	E	yes	08/2024	Jul 8, 2024	Dec 6, 2024
GILLIAND, DENVER, SCOTT	CEO/PRESIDENT	Na	yes	07/2024	Jul 8, 2024	Dec 6, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 25, 2026	$780M	$763M	10	7	0	n/a	n/a
2024	Mar 20, 2025	$684M	$669M	10	7	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	6	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$780M	$684M	14.1%	n/a	n/a	10	10	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
HIGHTOWER ADVISORS, LLC	2	Aug 16, 2024	Aug 21, 2024	CHICAGO, IL	Team lift out	Ibd to new firm	0.3%
HIGHTOWER ADVISORS, LLC	3	Aug 16, 2024	Aug 21, 2024	EDINA, MN	Team lift out	Ibd to new firm	0.4%

Relationships

Registered with (6)

← Jonathan BellmAdvisorregistration: current employment
Jun 12, 2025 to presentfactForm ADV
← CYNTHIA KAY SLATERAdvisorregistration: current employment
Aug 21, 2024 to presentfactForm ADV
← Klair Marie ReeseAdvisorregistration: current employment
Aug 21, 2024 to presentfactForm ADV
← Jack BridgemanAdvisorregistration: current employment
Aug 21, 2024 to presentfactForm ADV
← Craig McPhersonAdvisorregistration: current employment
Aug 21, 2024 to presentfactForm ADV
← DENVER SCOTT GILLIANDAdvisorregistration: current employment
Aug 16, 2024 to presentfactForm ADV

Controls (3)

← GILLIAND, DENVER, SCOTTOwnerMANAGING MEMBER, ownership code E, individual
Jul 8, 2024 to Dec 6, 2024factForm ADV
← ACKLEY, CARRIE, JEANNEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 16, 2024 to Dec 6, 2024factForm ADV
← DSG HOLDINGS, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Aug 16, 2024 to Dec 6, 2024factForm ADV

Moved with (1)

← HIGHTOWER ADVISORS, LLCRegistered adviser2 advisors, team lift out, same day
Aug 16, 2024 to Aug 21, 2024factForm ADV

Dated events

Occurred
Aug 16, 2024
Control person left
Edward Christopher Winn (Chief Compliance Officer) no longer on Schedule A of Dsg Capital Advisors, Llc (listed 2024-08-08, absent 2024-08-16)
Form ADVobserved 4 days ago
Occurred
Aug 16, 2024
Control person joined
Jeanne Carrie Ackley (Chief Compliance Officer) appeared on Schedule A of Dsg Capital Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Aug 16, 2024
Team lift-out
3 advisors left Hightower Advisors, LLC (Edina, MN) for Dsg Capital Advisors, LLC within 4 days
Form ADVobserved 3 days ago
3 advisors
Occurred
Aug 16, 2024
Team lift-out
2 advisors left Hightower Advisors, LLC (Chicago, IL) for Dsg Capital Advisors, LLC on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Jul 8, 2024
First Form ADV filing
Dsg Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:34b77151-c68a-cbfb-dd77-6a2847a0c5ff
First observed: Jul 8, 2024
Last observed: Sep 16, 2026 3 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DSG CAPITAL ADVISORS, LLC

CRD 332056

EDINA, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:34b77151-c68a-cbfb-dd77-6a2847a0c5ff

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:38 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DENVER SCOTT GILLIAND

n/a

EDINA, MN

CYNTHIA KAY SLATER

n/a

EDINA, MN

Klair Marie Reese

n/a

EDINA, MN

Jack Bridgeman

n/a

EDINA, MN

Craig McPherson

n/a

EDINA, MN

Jonathan Bellm

n/a

EDINA, MN

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ACKLEY, CARRIE, JEANNE

CHIEF COMPLIANCE OFFICER

yes

08/2024

Aug 16, 2024

Dec 6, 2024

DSG HOLDINGS, LLC

MANAGING MEMBER

yes

08/2024

Aug 16, 2024

Dec 6, 2024

GILLIAND, DENVER, SCOTT

MANAGING MEMBER

yes

08/2024

Jul 8, 2024

Dec 6, 2024

GILLIAND, DENVER, SCOTT

CEO/PRESIDENT

yes

07/2024

Jul 8, 2024

Dec 6, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$780M

$763M

n/a

2024

Mar 20, 2025

$684M

$669M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$780M

$684M

14.1%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

HIGHTOWER ADVISORS, LLC

Aug 16, 2024

Aug 21, 2024

CHICAGO, IL

Team lift out

Ibd to new firm

0.3%

HIGHTOWER ADVISORS, LLC

Aug 16, 2024

Aug 21, 2024

EDINA, MN

Team lift out

Ibd to new firm

0.4%