Dynamic Capital Management, Inc.

Overview

Dynamic Capital Management, Inc. is a small, owner-run advisory firm focused on discretionary portfolio management for individuals and small businesses. The firm charges a percentage of assets under management and concentrates its client work on individualized equity solutions rather than programmatic or institutional-only mandates. It does not position itself as an ESG investor and is not a multi-state adviser. The adviser’s classification is unclassified and it lists both individual & family and institutional clients, but the scale and account counts indicate a primary emphasis on high-net-worth individuals and small business clients. Investment activity centers on exchange-traded equities as the dominant allocation, with a stated preference for equities in account construction. The firm uses third-party external managers or direct allocations for alternatives, notably real estate, commodities and oil & gas, to complement the public equity exposure and add diversification, income and sector-specific exposure where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices