DUNAMIS CAPITAL CONSULTING, LLC
Firm details
- Headquarters
- WELLINGTON, Florida
- CRD number
- 304922
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals71.04%
- HNWI28.96%
- Services
- Financial PlanningPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Dunamis Capital Consulting, LLC is an independent registered investment adviser operating as a limited liability company and serving individual and family clients. The firm functions as a capital allocator: it constructs public-equity sleeves while also sourcing third‑party alternative managers when clients need access to private strategies. Advisory services emphasize financial planning, manager selection and educational workshops; the firm charges a mix of percentage-of-AUM, hourly and fixed fees depending on scope. Investment preferences tilt toward liquid equity exposure delivered primarily through exchange‑traded instruments and separately managed accounts, with equities noted as the firm’s dominant allocation. Dunamis is not positioned as an ESG-focused manager and maintains a localized advisory footprint rather than widespread multistate registration.
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
- Exchange Traded Equities68%
- Private Funds22%
- Public Funds/Mutual Funds10%
Contacts
2 of 2ALDAIN BEAM
Founding Partner & PrincipalCRD 2967415
MICHELE BEAM
Managing PartnerCRD 7152092
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WELLINGTON, FL
PALM BEACH
Location
WELLINGTON, FL
Headquartered in WELLINGTON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 12798 Forest Hill Blvd
- Time zone
- ET (UTC-5)
- Office locations
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