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DYNAMIC
Legal name: DYNAMIC ADVISOR SOLUTIONS LLC
CRD 151367File 801-72203
APPROVED
Retail clients
Filing as of Aug 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$5.64B
Top 25% of cohort (national)
Discretionary AUM
$5.60B
Non-discretionary $38.8M
Clients
5,634
15,179 accounts
Employees
130
Top 10% of cohort in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Mar 4, 2011
- Principal office
- 2415 EAST CAMELBACK ROAD, SUITE 700, PHOENIX, AZ, 85016
- Phone
- (877) 257-3840
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.64B
- Discretionary AUM
- $5.60B
- Non-discretionary AUM
- $38.8M
- Discretionary accounts
- 15,094
- Non-discretionary accounts
- 85
- Total accounts
- 15,179
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 41 | $60.4M |
| Charitable organizations | 15 | $25.4M |
| High net worth individuals | 1,813 | $4.45B |
| Pension and profit sharing plans | 69 | $236.2M |
| Individuals (other than high net worth individuals) | 3,696 | $862.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — ASSET-BASED AND FLAT FEES FOR MODEL PORTFOLIO ADVISER SERVICES
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.