Dsg Capital Advisors, Llc
- Regulatory AUM
- $780M
- Discretionary
- $763M
- Clients
- 115
- Avg AUM / client
- $6.8M
- Accounts
- 510
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Jul 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 52 | $20.3M | 2.6% |
| High net worth individuals | 63 | $702M | 90.0% |
| Charitable organizations | Fewer than 5 clients | $57.0M | 7.31% |
| State or municipal government entities | Fewer than 5 clients | $837K | 0.11% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Denver Scott Gilliand | Ceo/President | Jul 2024 (2y) | ≈ 56.25% – 100% via Dsg Holdings, Llc | |
| Ackley, Carrie, Jeanne | Chief Compliance Officer | Aug 2024 (2y) | Less than 5% | |
| Cynthia Kay Slater | Registered representative | Aug 2024 (2y) | ||
| Craig Mc Pherson | Registered representative | Aug 2024 (2y) | ||
| Jack Bridgeman | Registered representative | Aug 2024 (2y) | ||
| Klair Marie Reese | Registered representative | Aug 2024 (2y) | ||
| Jonathan Bellm | Registered representative | Jun 2025 (1y) | ||
| Nicholas Paul Mattiacci | Registered representative | CFA | Sep 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Dsg Holdings, Llc | Managing Member | Aug 2024 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Denver Scott Gilliand: 75% – 100% of Dsg Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 911 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- LPL Financial $667M (86% of AUM) Mar 2026
- National Financial Services (Fidelity) $84.5M (11% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 31, 2026.
View current Form ADV (SEC/IAPD) ↗