DAG Wealth

Andrew Carnes

Investment Advisor

Andrew Carnes is an Investment Advisor with DAG Wealth. He holds a Bachelor of Business Administration from Liberty University and an MBA in Finance from LSU, along with the Series 65, and was drawn to the firm by a deep interest in crypto and a finance background. He previously served as a program manager at The Baldwin Group and an Investment Advisor at Fisher Investments, developing strengths in portfolio management, client management, problem solving, and investment advice. Driven by a desire to earn success on his own merit and effort, he focuses on helping individuals achieve financial success and freedom and make wise decisions toward their goals. Outside of work he enjoys sports and time with his wife and two sons. He lives in Tampa, Florida.

Disclosures

DAG Holdings Co is a holding company that does not provide investment advisory, brokerage, administrative, or insurance services to clients. DAG is not a law firm, does not provide legal or tax advice, and does not provide tax preparation services. Tax matters are handled through referrals to independent qualified tax professionals.

DAG Private Client services involve estate matters that require qualified independent counsel in the applicable jurisdiction. LLC formation, trust drafting, and estate planning services are provided in coordination with or by qualified independent legal counsel licensed in the applicable jurisdiction.

Asset protection structures, including Wyoming LLCs and trusts, do not guarantee protection against all claims, creditors, or losses. Outcomes depend on specific facts, jurisdiction, and applicable law.

Insurance products and services are offered through Xure Insurance or its affiliates.

Investment advisory services are offered exclusively through DAG Wealth, an SEC-Registered Investment Adviser (CRD No. 328627). Registration with the SEC does not imply a particular level of skill or training. Form ADV and Form CRS are available upon request or at www.adviserinfo.sec.gov.

Custody arrangements with third-party independent qualified custodians reduce certain risks but do not eliminate them.

Investing in digital assets involves risk, including the possible loss of principal. Digital assets are highly volatile and may not be suitable for all investors. Past performance is not indicative of future results.

Specific fee schedules, scope of engagement, conflicts of interest, and material business practices are disclosed in writing before engagement and in Form ADV Part 2A for the investment-advisory portion.

The information on this site is for general educational purposes and is not legal or tax advice.