# Jonathan Bellm

> Jonathan Bellm 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.

Page: https://find.wellspent.co/advisors/jonathan-bellm/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** DSG Capital Advisors
- **Based in:** Edina, Minnesota
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $780.3M across 510 accounts
- **CRD:** 7593289 (https://adviserinfo.sec.gov/individual/summary/7593289)
- **SEC registration:** Investment adviser representative in MN
- **Exams passed:** Series 66 (2022)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://www.dsgcapitaladvisors.com/

## Frequently asked questions

### Is Jonathan Bellm a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jonathan 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 Jonathan charge for financial advice?

Jonathan's firm, DSG Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jonathan Bellm based?

Jonathan Bellm is based in Edina, Minnesota.

### Is Jonathan Bellm registered with the SEC?

Yes. Jonathan Bellm is registered as an investment adviser representative in MN (CRD 7593289), 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 Jonathan Bellm?

Through Jonathan's website, www.dsgcapitaladvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7593289): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.