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JUNE 7, 2026

Digital Ascension Group Launches Institutional Bitcoin SMA Platform

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Startup team reviewing funding presentation

MIAMI, FL, JUNE 9, 2026, Digital Ascension Group ("DAG"), a multi-disciplinary wealth advisory firm serving private clients, family offices, and institutions, today announced the launch of its Institutional Bitcoin SMA platform.

The new platform pairs direct, client-owned bitcoin with qualified custody and institutional-grade reporting, removing the operational frictions that have historically kept allocators on the sidelines.

A purpose-built structure for allocators

Unlike pooled vehicles, the DAG Institutional Bitcoin SMA places bitcoin directly in the client's name at a qualified custodian-2)-2)-2). Advisors retain discretion, performance is reported on the same statements as traditional assets, and clients keep beneficial ownership of the underlying asset at all times.

Key features

  • Direct, client-owned bitcoin held at a qualified custodian
  • Daily NAV and performance reporting alongside traditional portfolios
  • Tax-lot level reporting and 1099 support
  • Optional yield, lending, and tax-loss harvesting overlays
  • White-glove onboarding for RIAs and family offices

Availability

The Institutional Bitcoin SMA is available immediately to qualified RIAs, family offices, and institutional allocators. Minimums and fee schedules are available on request.

About Digital Ascension Group

Digital Ascension Group is a private wealth and family office advisory firm headquartered in Miami, Florida. The firm specializes in integrating digital assets into traditional wealth, estate, and tax planning for high-net-worth households and institutions.

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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.