Dynamic Market Advantage, LLC

RIASEC RegisteredEst. 2022
Total AUM
$362M
Discretionary
$362M
100% of AUM
Avg account
$278K
Accounts
1,302
Employees
4
Advisory reps
4

Firm details

Headquarters
Louisville, Kentucky
CRD number
323540
Registered since
November 2, 2022
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

FINTRX

Overview

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

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 98%, Public Funds/Mutual Funds 1%, Cash & Cash Equivalents 1%98%
  • Exchange Traded Equities98%
  • Public Funds/Mutual Funds1%
  • Cash & Cash Equivalents1%

Contacts

3 of 4
  • John Steinbock

    Investment AnalystCRD 6916710

  • Klein Stubbs

    Klein Stubbs

    Investment Advisor RepresentativeCRD 8034726

  • Beau Handy

    Beau Handy

    Registered RepresentativeCRD 6015760

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth