Who We Serve
Sub-advisory and infrastructure for RIAs serving crypto-wealthy clients
For advisors whose best clients now hold meaningful digital assets but who don't want to build custody, tax, and compliance infrastructure from scratch. DAG provides the back end; you keep the relationship.
Your best clients now hold meaningful crypto. "We don't advise on that" isn't a strategy.
The clients who built their wealth in the last decade hold assets that didn't exist when most advisors' firms were built. The infrastructure to advise on those assets responsibly (custody, structure, tax tooling, compliance) is real work to build, and most firms don't have the volume to justify building it in-house.
The risk is not theoretical. It's a wealth transfer event, an exit, or a referral conversation where the answer "we don't really cover that" loses a multi-generation relationship to a firm that does.
DAG was built to be the answer: the digital-asset specialist your firm partners with rather than the competitor your clients leave for.
Pressure points
The four things firms tell us most often when the conversation starts:
- Top clients are over-allocated to crypto
- Compliance won't approve a self-custody answer
- Building it in-house is a 12–24 month project
- The next-gen heir is asking different questions
What DAG offers partner RIAs and MFOs
Sub-advisory mandate
DAG Wealth, as SEC Registered Investment Advisor, acts as sub-advisor on the digital-asset portion of the client's portfolio. The primary advisor relationship stays with your firm.
Model portfolios
Single-asset and diversified digital-asset models with documented investment policy, rebalancing rules, and reporting.
Custody and structure
Institutional custody coordination and (through DAG Private Client) Wyoming Digital Asset LLC structures where the client situation calls for it.
Tax infrastructure
Lot-level cost basis tracking and year-end reporting in a format the client's CPA can use without rebuilding.
Advisor enablement
Briefings for the client-facing team, talking points, and co-branded client materials so the conversation is consistent.
Compliance support
Documentation and disclosures that simplify the path through your firm's compliance review.
How the economics work
Three commercial models, each disclosed to the end client in writing.
Model 01
Sub-advisory fee
A negotiated bps fee on the assets under sub-advisory, disclosed in writing to the end client per SEC rules.
Model 02
Project work
Project-scoped engagements (custody migration, IPS authoring, one-time structural work) priced per scope.
Model 03
Referral arrangements
Where appropriate, DAG can take a direct referral on a complete client engagement. All compensation arrangements are disclosed to the end client in writing.
"DAG is the back end. You keep the relationship."
Statement from the DAG leadership team describing DAG's partner model. It is not a client testimonial or endorsement, no compensation was provided for it, and it does not reflect the experience of any client.
How firms typically onboard
Step 01: Firm-to-firm call
Principals from both sides. Scope, client situations, compliance posture, and commercial fit.
Step 02: Diligence
DAG provides ADV, custody documentation, IPS templates, and references. Your compliance team owns the review.
Step 03: Pilot engagement
Most firms start with one or two named client situations rather than a blanket arrangement. The pilot validates fit before scaling.
Step 04: Program rollout
Once the pilot is working, materials, processes, and IC participation expand to firm-wide use.
Questions
Frequently asked questions
Question 01 of 05
Will DAG try to take our client?
No. The sub-advisory model is built around your firm staying the primary relationship. DAG's interactions with the end client are scoped to the sub-advisory mandate and any project work; the client agreement and account ownership remain with your firm.
Next step