Dgs Capital Management

Dgs Capital Management (CRD# 281938) is a financial advisory firm headquartered in , . They manage $56,100,192 in 239 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    239
    ACCOUNTS
  • Average Account Value
    $234,729
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NC, TX

Financial Advisors at Dgs Capital Management
Showing 1 - 4 of 4 top financial advisors.
1
Randall C. Griggs
CRD#: 822503
Matthews, NC
96
Wealthminder
score

Randall Griggs (CRD# 822503) is an Investment Advisor Representative working at Dgs Capital Management in Matthews, NC and has over 35 years of experience in the finance industry. Randall Griggs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ashish Sharma
CRD#: 6543184
Boston, MA
90
Wealthminder
score

Ashish Sharma (CRD# 6543184) is an Investment Advisor Representative working at Dgs Capital Management in Boston, MA and has 1 year of experience in the finance industry.

3
Matthew J. Gomoll
CRD#: 6698136
555 Fayetteville Street, Suite 300, Raleigh, NC 27601
88
Wealthminder
score

Matthew Gomoll (CRD# 6698136) is an Investment Advisor Representative working at Dgs Capital Management in Raleigh, NC and has 1 year of experience in the finance industry.

4
Travis M. Laska
CRD#: 6672574
555 Fayetteville Street, Suite 300, Raleigh, NC 27601
88
Wealthminder
score

Travis Laska (CRD# 6672574) is an Investment Advisor Representative working at Dgs Capital Management in Raleigh, NC and has 1 year of experience in the finance industry.

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