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DGM Asset Management, L.L.C.

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Client assets under management

$80,201,626

Clients

71

66% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

36

Low

Average account size

$1,129,600

About

The firm provides discretionary investment management and ongoing portfolio supervision to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, charitable organizations and business entities. As of year‑end 2025 it reported approximately $80.2 million in assets under management and generally does not offer standalone financial planning services.

The firm primarily relies on fundamental analysis, supplemented by technical, charting and cyclical methods, and implements strategies that range from long‑term holdings to short‑term trading, margin, option writing and short sales. Portfolios are continuously monitored and tailored to client‑imposed restrictions, with the firm generally avoiding market timing while adjusting cash levels as appropriate.

Distinctive features include an affiliated attorney who maintains a limited legal practice separate from the advisory business and formal relationships with unaffiliated outside money managers to which the firm may refer portions of client assets without receiving referral compensation. The firm’s client mix includes institutional clients such as pension and profit‑sharing plans, and it occasionally provides educational seminars to advisory and prospective clients—characteristics that are less common for solo independent advisers.

Client services

Portfolio management Selection of other advisers Newsletters or periodicals

Expertise

Options & derivatives strategies Concentrated stock management

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Fee options

Percentage

1% to 2% annually, negotiable based on account size and other factors

Main office location

DGM Asset Management, L.L.C.

South Orange NJ, United States

Number of offices

2

Most active in

New Jersey · New York · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Anthony A

Series 63, Series 65

South Orange, NJ

DGM Asset Management, L.L.C.

Anthony Apostolico is the sole advisor at DGM Asset Management, L.L.C. in South Orange, NJ, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with DGM Asset Management since 2000. DGM Asset Management provides discretionary investment management and portfolio supervision to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis supplemented by technical and cyclical methods, offering strategies from long-term holdings to short-term trading, while generally avoiding market timing and tailoring portfolios to client restrictions.

Options & derivatives strategies Concentrated stock management
user avatar

Thomas C

Series 63, Series 65

South Orange, NJ

DGM Asset Management, L.L.C.

Thomas Capola is the founder of BESA Capital Partners and holds Series 63 and Series 65 credentials. He has over 25 years of experience in investment management through his roles at DGM Asset Management since 1997 and as founder of Rebel Goat Partners, LLC, which manages various family-owned real estate properties. BESA Capital Partners is an investment manager serving primarily pooled vehicles and institutional-type clients, employing a broad investment approach that includes fundamental, technical, and cyclical analysis across a wide range of asset classes and strategies. The firm offers tailored portfolio management with discretionary authority and provides financial planning and educational seminars.

Options & derivatives strategies Concentrated stock management
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