Craig A. Mcpherson

DSG CAPITAL ADVISORS

EDINA, MN 55435

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CRD#: 7767674

Professional summary

Craig Andrew Mcpherson, who also goes by Craig Andrew Mcpherson, is a registered financial advisor currently at DSG CAPITAL ADVISORS, LLC located in Edina, Minnesota.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Craig has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Craig Andrew Mcpherson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) United Airlines; Not investment-related; 233 S. Wacker Drive, Chicago, IL 60606; Flight Officer; Passenger airline transportation; Approx. 10% of time during the month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Andrew Mcpherson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 21, 2024 - Present

DSG CAPITAL ADVISORS, LLC

Office #1: 7760 France Avenue South Suite 815, Edina, MN 55435

RIA

CRD#: 332056

EDINA, MN

Past

August 30, 2023 - August 20, 2024

HIGHTOWER ADVISORS, LLC

RIA

CRD#: 145323

Edina, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DSG CAPITAL ADVISORS, LLC

DSG ADVISORS | HIGHLAND HOLDINGS, LLC | DSG CAPITAL ADVISORS, LLC

CRD#: 332056 / SEC#: 801-130879

RIA

Registered Investment Advisory firm - (8/8/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(8/21/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/30/2023

Uniform Investment Adviser Law Examination

Current Firm

DSG CAPITAL ADVISORS, LLC

DSG ADVISORS | HIGHLAND HOLDINGS, LLC | DSG CAPITAL ADVISORS, LLC

CRD#: 332056 / SEC#: 801-130879

RIA

Registered Investment Advisory firm - (8/8/2024 Approved)

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Contact information

Main Address

7760 France Avenue South Suite 815, Edina, MN 55435

Mailing Address

Phone number

(612) 515-9900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DSG ADVISORS DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (10/6/2025)

Regulatory assets under management

Total Number of Accounts	493
AUM (Assets Under Management)	$ 683,836,020

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Craig A. Mcpherson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Andrew Mcpherson's CRS (Customer Relationship Summary).

Certified licenses

Experience

DSG CAPITAL ADVISORS, LLC

HIGHTOWER ADVISORS, LLC

Primary Firm SEC Registration

DSG CAPITAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/30/2023

Current Firm

DSG CAPITAL ADVISORS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DSG CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

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