DG
DG

Denver Gilliand

29 Years of Experience
Edina, MN

Denver Gilliand is a registered investment advisor at Dsg Capital Advisors, LLC, based in Edina, MN, with 29 years of industry experience. Denver operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 123 clients with $680M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
123 clients
Average Client Portfolio
$5.6M average
Assets Under Management
$683.8M

Fee Structure

Planning is included in investment management (also available separately)

DSG Capital Advisors charges an annual fee based on the value of your portfolio, up to 1.50%. The exact fee depends on the complexity of your situation, the amount of assets managed, and your overall relationship with DSG. Fees are negotiable. If DSG recommends using outside investment managers, the total fee you pay, including DSG's fee and the outside manager's fee, will not exceed 2.00% annually.

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Location

7760 France Avenue South, Suite 815, Edina, MN, 55435

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Denver is a trustee on his father's trust account, dedicating minimal time quarterly. He also serves as an investment advisor, distribution advisor, and trust protector for Binger Family Trusts, spending a few hours per week during trading hours.

Employment History
Current Registrations
Dsg Capital Advisors, LLC
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Hightower Advisors, LLC
May 2016 - August 2024 · 8 yrs 3 mos
Hightower Securities, LLCBroker
May 2016 - August 2024 · 8 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2013 - May 2016 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2006 - May 2016 · 9 yrs 11 mos
Ust Securities CORP.Broker
September 2002 - June 2006 · 3 yrs 9 mos
Dain Rauscher IncorporatedBroker
June 2000 - April 2001 · 10 mos
U.S. Bancorp Piper Jaffray INC.Broker
May 2000 - October 2000 · 5 mos
U.S. Bancorp Investments, INC.Broker
August 1997 - June 2000 · 2 yrs 10 mos
American Express Financial Advisors INC.Broker
April 1995 - July 1997 · 2 yrs 3 mos
Ids Life Insurance CompanyBroker
April 1995 - July 1997 · 2 yrs 3 mos
State Registrations1 state
MN
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Denver Gilliand - Financial Advisor | TrueAdvisor