Dynamic
Phoenix, AZ·SEC-registered · CRD #151367
Dynamic is an SEC-registered investment advisory firm in Phoenix, AZ managing $5.6B across 15k client accounts, with 65 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$5.6B
Client accounts
15k
Advisory staff
65
Fee model
Fee-based
How Dynamic is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Dynamic
How much does Dynamic manage?
Per its most recent SEC Form ADV filing (06/24/2026), Dynamic reports $5.6B in regulatory assets under management across roughly 15k client accounts.
How does Dynamic charge?
Dynamic is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Dynamic a fiduciary?
Yes. Dynamic is registered with the U.S. Securities and Exchange Commission (CRD #151367), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Dynamic taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Dynamic and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Dynamic's public SEC Form ADV filing (CRD #151367, filed 06/24/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Dynamic. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Dynamic? Claim this profile.