DAG

Jake Claver

Chairman of the Board & Principal

Jake Claver has spent his career at the intersection of family office wealth management and digital assets, a still-unusual place to operate and exactly why it works for him. As Chairman of the Board and a Principal of DAG, he chairs Digital Ascension Group, a multi-family office that works with high- and ultra-high-net-worth clients, and founded DAG Wealth as a standalone wealth advisory practice. He also runs the SPV investment management platform at Syndicately. The throughline across all three is the same: families with significant wealth trying to figure out what to do with blockchain, tokenization, and digital assets before those decisions get made for them. He holds a Certified Qualified Family Office Professional (QFOP) designation and an R3 Corda Certified Business Professional certification in tokenization, a narrow enough qualification that most people in the space don't have it, and he has built education programs specifically for family office and digital asset professionals to address a gap he kept running into. His finance background is from the University of North Texas. He found his footing in crypto in 2020-2021 and has focused on democratizing access to institutional custody for large crypto holders. Shaped early by a father who had him up at 4 a.m. to work out through his senior year, he connects with clients over golf, bodybuilding, sports, business, and investing, and wants every client to know they are never just a number and that the firm is focused on giving each person the best advice for their situation. He lives in Dallas, Texas.

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.