{"url":"https://nivawealth.com/firms/dgs-capital-management-281938","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/281938","regulatoryAum":1054081877,"crd":"281938","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6543184","suffix":null,"lastName":"SHARMA","firstName":"ASHISH","middleName":null}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-04-02","regulatoryAum":129274104,"clients":130,"employees":6,"offices":2},{"filedOn":"2022-04-01","regulatoryAum":250692139,"clients":152,"employees":6,"offices":2},{"filedOn":"2023-04-06","regulatoryAum":260105272,"clients":178,"employees":8,"offices":2},{"filedOn":"2024-03-31","regulatoryAum":446675066,"clients":285,"employees":8,"offices":2},{"filedOn":"2025-03-31","regulatoryAum":535534611,"clients":347,"employees":8,"offices":2},{"filedOn":"2026-03-30","regulatoryAum":1054081877,"clients":400,"employees":12,"offices":2}],"secFileNumber":"801-115241","legalName":"DGS Capital Management, LLC","displayName":"DGS Capital Management","slug":"dgs-capital-management-281938","website":"https://dgs.capital/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/281938/b8cbcff2d00c2c2a-r1.webp","tone":"dark","width":546,"height":200,"sourceUrl":"https://www.dgs.capital","sourceLabel":"DGS Capital Management, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2016","organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"101 Hudson Street, 21st Floor","city":"Jersey City","state":"NJ","stateName":"New Jersey","country":"United States","postalCode":"07302"},"tradeNames":[],"registration":{"secApproved":"6 May 2019","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2662660.4187817257,"staff":{"employees":12,"advisory":7,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":1054081877,"discretionary":1054081877,"discretionaryAccounts":1141,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":3,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":246,"regulatoryAum":113196091},{"label":"High-net-worth individuals","clients":148,"regulatoryAum":935892114},{"label":"Pension and profit-sharing plans","clients":2,"fewerThan5":true,"regulatoryAum":3112781},{"label":"Charitable organizations","clients":4,"fewerThan5":true,"regulatoryAum":1880891}],"feePrograms":[],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T07:15:24.803241+00:00","documents":[{"name":"DGS CAPITAL MANAGEMENT, LLC - 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They include 246 individual clients, 148 high-net-worth individuals and 4 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does DGS Capital Management offer?","answer":"DGS Capital Management provides portfolio management for individuals and small businesses and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does DGS Capital Management use?","answer":"DGS Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.05B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does DGS Capital Management have?","answer":"DGS Capital Management has 1 investment adviser representative registered with state securities authorities, out of 12 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does DGS Capital Management invest in?","answer":"At the end of its last fiscal year, DGS Capital Management’s separately managed accounts held 75% exchange-traded equities, 12% registered funds (mutual funds, ETFs, BDCs), 9% cash and equivalents, 2% U.S. government and agency bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns DGS Capital Management?","answer":"DGS Capital Management’s direct owner is Ashish Sharma (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does DGS Capital Management get paid?","answer":"DGS Capital Management is paid through a percentage of assets under management. 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