Dynamic Financial Group
Dynamic Financial Group is an SEC-registered mass-market adviser in Cedar Falls, IA with $539.6M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Dynamic Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288763, SEC 801-111021, data through 2026-02-18.
- AUM (assets under management / regulatory AUM)
- $539.6M (2026-02-18)
- Firm type
- Mass-Market Adviser
- Location
- Cedar Falls, IA
- Employees
- 3
- Clients
- 866
- CRD
- 288763
- Ownership
- YODER, DARREN, PAUL; SCHMIDT, CALEB, MICHAEL
How much AUM does Dynamic Financial Group have?
Dynamic Financial Group reported $539.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-18).
Who owns Dynamic Financial Group?
Disclosed owners and executives of Dynamic Financial Group include YODER, DARREN, PAUL, SCHMIDT, CALEB, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.