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| Keyboard |
| Dynamic Market Advantage LLC
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|---|---|
| CRD # | 323540 |
| SEC # | 801-126816 |
| CIK # | |
| AUM | 361.9 M (2026-02-12) |
| Employees | 4 (75% Investors, 25% Brokers) |
| Phone | 502-813-2100 |
| Address | 2020 High Wickham Place Louisville, KY 40245 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 2 | 361.9 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,302 | 361.9 |
| By Discretionary | ||
| Discretionary | 1,302 | 361.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,302 | 361.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 361.9 | |
| Total | 1,302 | 361.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Decisionmap Wealth Management LLC
✚
|
VA | 363.4 M |
|
Greenfield Seitz Capital Management LLC
✚
|
TX | 363.4 M |
|
Leclair Wealth Partners LLC
✚
|
OH | 363.0 M |
|
Riverpath Investments LLC
✚
|
362.9 M | |
|
Motive Wealth Advisors LLC
✚
|
MI | 362.6 M |
|
Income Focus Portfolio Management LLC
✚
|
WY | 362.5 M |
|
Cox Capital Management LLC
✚
|
MA | 361.0 M |
|
Transcendent Capital Group LLC
✚
|
OK | 360.7 M |
|
Cordis Financial LLC
✚
|
MN | 360.7 M |
|
Goldman Lancaster Inc
✚
|
CA | 360.5 M |