CEDAR FALLS, IACRD 288763Latest ADV February 18, 2026
Dynamic Financial Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cedar Falls, IA. Its latest Form ADV filing, dated February 18, 2026, reports $540M in regulatory assets under management, 3 employees, and 2,490 accounts.
Assets Under Management
$540M
Employees
3
Offices
--
Total Clients
866
Primary office
CEDAR FALLS, IA
4615 CHADWICK RD, SUITE 1, CEDAR FALLS, IA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 80.5% of total clients.
Top client categories% of clientsClients
1
Individuals
80.5%
697
2
HNWI
19.1%
165
3
Corporations
0.5%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$540Mas of February 18, 2026
Discretionary100.0%
$540M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$540M
Total Accounts2,490
10Y AUM Change+$540M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee289:1
10Y Employee Change0 (0.0%)
* 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.