Overview
- Headquarters
- Jersey City, NJ
- Total Firm Assets
- $1.1 billion
- Average High-Net-Worth Client Portfolio Size
- $6.3 million
Fee Disclosure
Source: DGS CAPITAL MANAGEMENT, LLC - FIRM BROCHURE (2025-03-31)
· View brochure text
Latest filing: DGS CAPITAL MANAGEMENT, LLC - FIRM BROCHURE (2026-03-30)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.00% |
Stated Minimum Annual Fee: $10,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $50,000 | 1.00% |
| $10 million | $100,000 | 1.00% |
| $50 million | $500,000 | 1.00% |
| $100 million | $1,000,000 | 1.00% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 88.79%
- Number of High-Net-Worth Clients
- 148
- Total Client Accounts
- 1,141
- Discretionary Accounts
- 1,141
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 281938
- DGS CAPITAL MANAGEMENT, LLC - FIRM BROCHURE (2026-03-30) · View brochure text
- DGS CAPITAL MANAGEMENT, LLC - FIRM BROCHURE (2025-03-31) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗