Cynthia Slater
DSG Capital Advisors · Edina, Minnesota
Cynthia Slater is a fee-only financial advisor at DSG Capital Advisors in Edina, Minnesota. DSG Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | DSG Capital Advisors |
|---|---|
| Based in | Edina, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $780.3M across 510 accounts |
| SEC registration | Investment adviser representative in MN · CRD 1705663 |
| Exams passed | Series 63 (2021) · Series 65 (2017) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.dsgcapitaladvisors.com |
| Profile |
How Cynthia's firm compares
- DSG Capital Advisors's average account is about $1.5 million, from its Form ADV (assets managed divided by 510 accounts).
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Questions about Cynthia
Is Cynthia Slater a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cynthia holds no broker registration, and DSG Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cynthia charge for financial advice?
Cynthia's firm, DSG Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Cynthia Slater based?
Cynthia Slater is based in Edina, Minnesota.
Is Cynthia Slater registered with the SEC?
Yes. Cynthia Slater is registered as an investment adviser representative in MN (CRD 1705663), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does DSG Capital Advisors manage?
DSG Capital Advisors reports $780.3M across 510 accounts in assets under management.
How do I contact Cynthia Slater?
Through Cynthia's website, www.dsgcapitaladvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Edina
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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