DAG Wealth

Brian Cobb

Investment Advisor

Brian Cobb is an Investment Advisor with DAG Wealth. A graduate of Eckerd College, he holds the Series 66 and brings a research-driven background in capital markets. He previously worked as a business specialist at Franklin Templeton, an ETF and closed-end fund research analyst at Raymond James, and an investment and portfolio counselor at Fisher Investments, where he managed a book of 200 clients and built financial plans. That research background gave him a well-rounded understanding of asset classes from convertible bonds to options strategies, complemented by financial-planning, client-counseling, and sales skills. A crypto investor since 2017, he has followed the digital asset space closely for nine years and focuses on explaining complex technology in clear terms. Competitive and team-oriented from years of sports through the collegiate level, he treats every client like a teammate. Outside of work he enjoys time with his wife and daughter, golf, basketball, and reading about ancient history and cutting-edge technology. 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.