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DGS CAPITAL MANAGEMENT

Legal name: DGS CAPITAL MANAGEMENT, LLC

CRD 281938File 801-115241
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.05B
Above cohort median (national)
Discretionary AUM
$1.05B
Clients
400
1,141 accounts
Employees
12
Above cohort median in NJ

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
May 6, 2019
Principal office
101 HUDSON STREET, 21ST FLOOR, JERSEY CITY, NJ, 07302
Phone
646-992-4370

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.05B
Discretionary AUM
$1.05B
Non-discretionary AUM
$0
Discretionary accounts
1,141
Non-discretionary accounts
0
Total accounts
1,141
AUM per client
$2.6M

Clients by type

ADV Item 5D
Client typeClientsAUM
Charitable organizationsFewer than 5$1.9M
High net worth individuals148$935.9M
Pension and profit sharing plansFewer than 5$3.1M
Individuals (other than high net worth individuals)246$113.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.