Dynamic is an SEC registered investment adviser organized as a limited liability company with a primary office location in Phoenix, AZ. Its latest Form ADV filing, dated March 20, 2026, reports $5.6B in regulatory assets under management, 130 employees, 54 offices, and 15,179 accounts.
Assets Under Management
$5.6B
Employees
130
Offices
54 offices
Total Clients
5,634
Primary office
PHOENIX, AZ
2415 EAST CAMELBACK ROAD, SUITE 700, PHOENIX, AZ, United States
Top client segmentIndividuals represent 65.6% of total clients.
Top client categories% of clientsClients
1
Individuals
65.6%
3,696
2
HNWI
32.2%
1,813
3
Pension Plans
1.2%
69
4
Corporations
0.7%
41
5
Charitable
0.3%
15
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.6Bas of March 20, 2026
Discretionary99.3%
$5.6B
99% of total RAUM99.3%
Non-discretionary0.7%
$39M
1% of total RAUM0.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$5.6B
Total Accounts15,179
10Y AUM Change+$5.0B (+734.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees130
Clients per Employee43:1
10Y Employee Change+77 (+145.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.