DUNAMIS CAPITAL CONSULTING, LLC

RIASEC Registered
Total AUM
$19.3M
Discretionary
$19.3M
100% of AUM
Avg account
$80.7K
Accounts
239
Employees
2
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 68%, Private Funds 22%, Public Funds/Mutual Funds 10%68%
  • Exchange Traded Equities68%
  • Private Funds22%
  • Public Funds/Mutual Funds10%

Contacts

2 of 2
  • ALDAIN BEAM

    Founding Partner & PrincipalCRD 2967415

  • MICHELE BEAM

    Managing PartnerCRD 7152092

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth