Jonathan Bellm
DSG Capital Advisors · Edina, Minnesota
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.
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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 7593289 |
| Exams passed | Series 66 (2022) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.dsgcapitaladvisors.com |
How Jonathan'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 Jonathan
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.
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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