Dgs Capital Management

DGS Capital Management, LLC, established in 2016 by Ashish Sharma, specializes in direct indexing services for individuals and institutions through intermediaries. The firm focuses on tax-efficient, factor-based, and values-based investing strategies. DGS offers turnkey asset management services to a subset of its RIA clients and manages domestic fixed-income portfolios. The firm manages $535,539,343 of client assets on a discretionary basis as of March 28th, 2025. Clients can customize their investment strategies to align with their needs, including restrictions and factor tilts. DGS charges annual management fees based on a percentage of assets under management, with fees varying based on the service provided. The firm does not charge performance-based fees and does not engage in side-by-side management. DGS primarily works with Registered Investment Advisors and high-net-worth individuals, maintaining a comprehensive Code of Ethics and following the CFA Asset Managers Code of Professional Conduct. The firm has no disciplinary events, referral arrangements, soft-dollar arrangements, or directed brokerage practices. Clients grant DGS discretionary authority to manage their accounts, and the firm has established procedures to ensure the safety of client assets. DGS may vote proxies on behalf of clients and does not require prepayment exceeding $1,200 per client.