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| Dynamic Financial Group LLC
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|---|---|
| CRD # | 288763 |
| SEC # | 801-111021 |
| CIK # | 0002061178 |
| AUM | 539.6 M (2026-02-18) |
| Employees | 3 (100% Investors, 33% Brokers) |
| Fees | |
| Minimum | |
| Phone | 319-277-2727 |
| Address | 4615 Chadwick Rd Cedar Falls, IA 50613 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Deere & Co | 5.0 | ||
| Verizon Communications Inc | 4.4 | ||
| Pfizer Inc | 1.9 | ||
| Apple Inc | 1.4 | ||
| AT&T Inc | 0.9 | ||
| Alphabet Inc | 0.8 | ||
| Caseys General Stores Inc | 0.7 | ||
| Amazon Com Inc | 0.7 | ||
| Alphabet Inc | 0.7 | ||
| Nvidia Corp | 0.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 697 | 225.0 |
| (b) Individuals (high net worth individuals) | 165 | 313.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,490 | 539.6 |
| By Discretionary | ||
| Discretionary | 2,490 | 539.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,490 | 539.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 539.6 | |
| Total | 2,490 | 539.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002061178] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Relation Wealth Management Inc
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|
OK | 541.2 M |
|
Compound Family Offices LLC
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FL | 540.8 M |
|
Gray Private Wealth LLC
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MA | 540.7 M |
|
IMC Advisors LLC
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IN | 540.0 M |
|
Spirit of America Management Corp
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|
NY | 540.0 M |
|
River Street Advisors LLC
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|
IL | 539.2 M |
|
Access Wealth Planning LLC
✚
|
NJ | 539.1 M |
|
Buska Wealth Management LLC
✚
|
WI | 538.7 M |
|
Morris Financial Concepts Inc
✚
|
SC | 538.4 M |
|
Arkfeld Wealth Strategies LLC
✚
|
NE | 538.0 M |