Dynamic
Firm details
- Headquarters
- Phoenix, Arizona
- CRD number
- 151367
- Registered since
- March 4, 2011
- Website
- dynamicadvisorsolutions.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI78.98%
- Individuals15.31%
- Pension & Profit Sharing Plans4.19%
- Corporations / Businesses1.07%
- Charitable Organizations0.45%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Dynamic is an independent registered investment adviser organized as an LLC that has been SEC-registered since 2011. The firm positions itself as a capital allocator serving both high-net-worth individuals and families as well as institutional clients. Its fee arrangements include percentage-of-AUM fees along with hourly and fixed-fee engagements and other arrangements, reflecting flexibility across client needs. Advisory capabilities include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting and manager selection, plus a suite of content and educational services (periodicals, newsletters, seminars/workshops). The firm is not flagged as an active ESG investor. Notable external recognition includes placement on the Financial Times Top 300 RIA list in 2020 and a Citywire “50 Growers Across America” mention in 2025.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds51%
- Exchange Traded Equities30%
- Cash & Cash Equivalents8%
- State & Local Bonds4%
- US Government Bonds3%
Owners & executives
3 of 9
Konstantin Etus
Chief Investment OfficerCRD 5363541

Derek Pantele
CEO & FounderCRD 6755370

Steven Kulesza
Chief Business Development OfficerCRD 4677286
Contacts
3 of 68
Celeste Wall
Investment Adviser RepresentativeCRD 5689790

Athanassios Panagiotakopoulos
Founder & PresidentCRD 5774816

Scott Rader
Investment Advisor RepresentativeCRD 5842833
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 702Active vs passive
$2.6B in ETFs
62%
$1.6B
30%
$975M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $78.8M | 877,579 | 3.07% |
Location
Phoenix, AZ
Maricopa
Location
Phoenix, AZ
Headquartered in Phoenix, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 2415 E Camelback Rd
- Time zone
- MT (UTC-7)
- Office locations
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