Question 1

What is Digital Ascension Group?

Accepted Answer

Digital Ascension Group (DAG) is an SEC Registered Investment Advisor and family office firm built for people with meaningful digital asset positions. The firm delivers investment management, access to independent qualified custody, entity structuring, tax coordination, and estate planning through one team. Most clients come to DAG because they hold crypto at a scale where exchange accounts and generalist advisers no longer fit.

Question 2

Is DAG a registered investment adviser?

Accepted Answer

Yes. DAG Wealth is registered with the U.S. Securities and Exchange Commission. Registration does not imply a particular level of skill or training. Form ADV is available here.

Question 3

Where is DAG based?

Accepted Answer

DAG operates from Dallas, Texas, and serves clients across the United States.

Question 4

Who founded DAG and who leads the firm?

Accepted Answer

The leadership team is drawn from established institutions including Bessemer Trust, Grayscale, Gemini, Goldman Sachs, BlackRock, and PNC Bank.

Question 5

Who is DAG for?

Accepted Answer

DAG works with crypto holders who have meaningful positions and need more than an exchange account or generalist adviser. That includes individuals with $100K or more in digital assets, crypto founders and entrepreneurs, business owners holding crypto alongside traditional assets, high-net-worth families, athletes and entertainers receiving partial compensation in digital assets, family offices needing institutional crypto capability, and other RIAs looking to refer crypto-heavy clients.

Question 6

Is there a minimum to become a client?

Accepted Answer

It depends on the service. DAG Wealth has investment minimums that vary by strategy and account type. DAG Private Client has no AUM minimum because the services are not investment advisory. Family Office engagements are scoped individually. A consultation is the right way to find out which service fits and what the threshold is.

Question 7

Do I have to hold a specific cryptocurrency to work with DAG?

Accepted Answer

No. DAG supports BTC, ETH, XRP, XLM, AVAX, HBAR, and QNT in independent qualified custody, and serves clients regardless of which assets dominate their position. Clients without crypto exposure are not the firm's primary audience.

Question 8

Do I have to live in Texas?

Accepted Answer

No. DAG serves clients across the United States. Some services have state-specific considerations (for example, Wyoming LLC formation is a Wyoming-jurisdiction filing), but the firm itself is not geographically limited.

Question 9

What's the difference between DAG Wealth, DAG Private Client, and DAG Family Office?

Accepted Answer

DAG Wealth is investment management delivered through the SEC Registered Investment Advisor. DAG Private Client handles the personal-side legal, tax, and structural work (Wyoming LLCs, trusts, estate planning, and crypto tax) that sits around the portfolio. DAG Family Office is the integrated offering for UHNW families whose complexity goes beyond a portfolio manager. The services are separable. Some clients use one; many use two or three.

Question 10

Can I use Private Client without becoming a Wealth client?

Accepted Answer

Yes. Private Client is its own engagement with its own pricing. Some clients start there and never engage the investment side.

Question 11

Does DAG sell financial products or earn commissions?

Accepted Answer

No. DAG Wealth is fee-only. There are no commissions and no proprietary funds. Compensation comes from clients, not from product sponsors.

Question 12

Does DAG also serve other RIAs and institutions?

Accepted Answer

Yes. The firm has a separate offering for registered investment advisers, family offices, and institutional clients who need regulated digital asset capability without building it internally. See DAG Institutional.

Question 13

Where are my crypto assets actually held?

Accepted Answer

Client assets are held at Anchorage Digital, the only federally chartered crypto bank in the United States, operating under direct OCC oversight. Holdings sit in segregated, bankruptcy-remote accounts in your name, governed by a multi-signature structure where the client retains signing authority. Anchorage Digital is the same custodian BlackRock uses for spot Bitcoin ETF custody.

Question 14

Does DAG ever take custody of my private keys?

Accepted Answer

No. The custody model is multi-signature: Anchorage holds keys, DAG co-signs, and the client signs. DAG cannot move client assets unilaterally.

Question 15

What happens to my assets if DAG goes out of business?

Accepted Answer

Client assets are held at Anchorage Digital in segregated, bankruptcy-remote accounts in the client's name. They are not commingled with DAG's operating accounts and are not exposed to DAG's solvency. Anchorage is regulated as a federal trust bank under OCC oversight.

Question 16

Is my traditional portfolio held at the same place?

Accepted Answer

No. Traditional assets are custodied through Altruist, a separate institutional custodian for non-crypto holdings. Each asset class sits with the custodian built for it.

Question 17

How does DAG charge?

Accepted Answer

DAG Wealth charges asset-based advisory fees disclosed in Form ADV Part 2A. DAG Private Client services (LLC formation, trusts, estate work, tax) are priced on a per-engagement basis and published on each service page. Family Office engagements are scoped and priced individually. There are no commissions or product-based compensation.

Question 18

How does an engagement start?

Accepted Answer

The first step is a consultation. The conversation covers what you hold, where it lives, what structures exist around it, and what you need it to do. No obligation, no pitch. If the fit is right, DAG proposes a scope and sequence. If it isn't, the conversation ends there.

Question 19

How long does it take to become a client and get fully set up?

Accepted Answer

Wyoming LLC formation typically runs 3 to 7 business days. Living trust formation runs on a similar timeline. Custody onboarding with Anchorage takes a few weeks because of KYC and qualified-custody requirements. Full setup for a complex engagement (entity + trust + custody + portfolio + tax) generally takes 30 to 60 days.

Question 20

Can I work with DAG if I already have a financial adviser or CPA?

Accepted Answer

Yes. Some clients keep their existing adviser or CPA and engage DAG for the crypto-specific work: custody, entity, and tax coordination on digital assets. Others consolidate. Both models work.

Question 21

How does DAG protect client information?

Accepted Answer

Client information is held under standard fiduciary confidentiality obligations. Operational security follows institutional standards across DAG and its custody partners. Anchorage Digital maintains SOC 1 and SOC 2 Type II certifications.

Question 22

Is investing in crypto risky?

Accepted Answer

Yes. Digital assets are highly volatile, the regulatory environment is evolving, and past performance is not indicative of future results. DAG's role is to help clients manage that risk through institutional custody, appropriate position sizing, structural protection, and tax-aware planning. The firm does not promise returns and does not eliminate volatility.

Question 23

What if regulations change?

Accepted Answer

Digital asset regulation is evolving at federal and state levels. DAG monitors the regulatory landscape and adjusts its operating model accordingly. The firm's structural choices (SEC registration, federally chartered custody, and Wyoming entities) were made specifically because they hold up under regulatory scrutiny rather than depend on its absence.

Question 24

Is DAG affiliated with any cryptocurrency project or token?

Accepted Answer

No. DAG does not issue tokens, does not promote specific projects, and does not earn revenue from any digital asset issuer. The firm's compensation comes from client fees.

Questions, beforethe questions.

About the firm

Who DAG serves

Services

Custody & security

Fees & engagement

Trust, regulation & risk

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