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Max Avery, CBDO & Principal

DAG

Max Avery

CBDO & Principal

Max Avery is CBDO and a Principal of DAG, serving as a board member and business development executive at Digital Ascension Group. With an energetic focus on business growth across a variety of industries, he brings a deep understanding of how modern finance has evolved and takes a strategic approach to business development and long-term growth, with experience crafting and executing plans intended to position businesses for long-term competitive advantage. His understanding of both traditional and emerging financial markets is reflected in his credentials, including certification as a Capital Markets & Securities Analyst (CMSA) and FinTech Industry Professional (FTIP), along with training in Advanced Blockchain Architectures, DeFi Infrastructure, and FinTech Law and Policy. He was appointed to a District Export Council by Secretary of Commerce Wilbur Ross in 2018, and as a member of the National Small Business Association's Economic Development Committee he has contributed to policy discussion on capital formation and business growth. Guided by the philosophy that "if something is worth doing, it should be done with excellence," Max has focused since 2016 on raising capital and funding deals in private investments across private equity and real estate, working to convert complex challenges into practical solutions as a business strategist and consultant.

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 qualified independent 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 DAG 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.