Dynamic Market Advantage, LLC
Firm details
- Headquarters
- Louisville, Kentucky
- CRD number
- 323540
- Registered since
- November 2, 2022
- Website
- dynamicmarketadvantage.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Dynamic Market Advantage, LLC is a limited liability company that registered with the SEC in 2022 and positions itself as an institutional registered investment adviser. The firm is owned by an individual and bills clients on a percentage-of-assets-under-management basis. Its stated advisory activities include portfolio management for both businesses and institutions as well as for individuals and small businesses, though its client classification is listed as institutional. The firm does not identify as an active ESG investor, is not registered as a multi-state adviser, and reports a related adviser relationship.
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
- Exchange Traded Equities98%
- Public Funds/Mutual Funds1%
- Cash & Cash Equivalents1%
Contacts
3 of 4John Steinbock
Investment AnalystCRD 6916710

Klein Stubbs
Investment Advisor RepresentativeCRD 8034726

Beau Handy
Registered RepresentativeCRD 6015760
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Louisville, KY
Jefferson
Location
Louisville, KY
Headquartered in Louisville, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.
- Metro area
- Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
- Region
- South
- County
- Jefferson
- Address
- 2020 High Wickham Pl
- Time zone
- CT (UTC-6)
- Office locations
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