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DYNAMIC CORE CAPITAL PARTNERS

Legal name: DUBIN CLARK & COMPANY, INC

CRD 282733File 801-107768
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$425.2M
Below cohort median (national)
Discretionary AUM
$425.2M
Clients
24
24 accounts
Employees
17
Above cohort median in FL

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
MIRO
Registration date
May 9, 2016
Principal office
1030 2ND ST. SOUTH, JACKSONVILLE BEACH, FL, 32250
Phone
904-799-1984

Assets & accounts

ADV Item 5F
Total regulatory AUM
$425.2M
Discretionary AUM
$425.2M
Non-discretionary AUM
$0
Discretionary accounts
24
Non-discretionary accounts
0
Total accounts
24
AUM per client
$17.7M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles24$425.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.