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DYNAMIC FINANCIAL GROUP
Legal name: DYNAMIC FINANCIAL GROUP, LLC
CRD 288763File 801-111021
APPROVED
Retail clients
Custody
Filing as of Feb 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$539.6M
Above cohort median (national)
Discretionary AUM
$539.6M
Clients
866
2,490 accounts
Employees
3
Above cohort median in IA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 25, 2017
- Principal office
- 4615 CHADWICK RD, SUITE 1, CEDAR FALLS, IA, 50613
- Phone
- 319-277-2727
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $539.6M
- Discretionary AUM
- $539.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,490
- Non-discretionary accounts
- 0
- Total accounts
- 2,490
- AUM per client
- $623K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.1M |
| High net worth individuals | 165 | $313.4M |
| Individuals (other than high net worth individuals) | 697 | $225.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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.