DYNAMIC FINANCIAL GROUP
Firm details
- Headquarters
- CEDAR FALLS, Iowa
- CRD number
- 288763
- Registered since
- August 25, 2017
- Website
- www.dynamicfinancial.net
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI58.08%
- Individuals41.71%
- Corporations / Businesses0.21%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Dynamic Financial Group is an SEC-registered, individual-owned LLC that has operated as an adviser since 2017. The firm serves both high-net-worth individuals and institutional clients, charging advisory fees as a percentage of assets under management. Its advisory mandate centers on discretionary portfolio management for individuals, small businesses and institutional entities. The firm is not positioned as a multi-state adviser, does not self-identify as an active ESG investor, and does not act as a capital allocator — instead it uses external managers where applicable.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds89%
- Exchange Traded Equities6%
- Cash & Cash Equivalents4%
- Non-Exchange Traded Equities1%
Contacts
3 of 3CALEB SCHMIDT
Owner / Financial AdvisorCRD 5970498
DARREN YODER
Financial AdvisorCRD 4456869
Luke Merfeld
Financial AssistantCRD 7490074
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$102M in ETFs
76%
$77.9M
24%
$24.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $43.9M | 435,857 | 42.98% |
Location
CEDAR FALLS, IA
BLACK HAWK
Location
CEDAR FALLS, IA
Headquartered in CEDAR FALLS, IA, in the Midwest of the United States.
- Region
- Midwest
- County
- BLACK HAWK
- Address
- 4615 Chadwick Rd
- Time zone
- CT (UTC-6)
- Office locations
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