SEC Form ADV

DYNAMIC FINANCIAL GROUP

Firm profile: Dynamic Financial Group — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserIA
$539.6M
Assets Under Management
2,490
Total Clients
3
Employees
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Registration Details

Accession
CRD-288763
Location
CEDAR FALLS, IA
Filing Date
February 18, 2026
AUM
$539.6M
Total Clients
2,490
Employees
3
Amendment
No

Client Types

IndividualsHNW IndividualsCorporations

About this Adviser

DYNAMIC FINANCIAL GROUP is a registered investment adviser headquartered in CEDAR FALLS, IA, managing approximately $539.6M in assets across 2,490 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.