# Dynamic Financial Group

> Dynamic Financial Group is an SEC-registered investment advisory firm in Cedar Falls, IA, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 288763
- Filed as: DYNAMIC FINANCIAL GROUP
- Legal name: Dynamic Financial Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cedar Falls, IA
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288763
- AdvisorCensus page: https://advisorcensus.com/firm/dynamic-financial-group-cedar-falls-ia-288763

## Quick answers

**How is Dynamic Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), Dynamic Financial Group reports these compensation arrangements: a percentage of assets under its management.

**How much does Dynamic Financial Group charge?**
Its Form ADV Part 2A brochure dated February 18, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Dynamic Financial Group located?**
Dynamic Financial Group's principal office is in Cedar Falls, IA, according to its Form ADV.

**Is Dynamic Financial Group registered with the SEC or a state?**
Dynamic Financial Group is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 288763.

**How much does Dynamic Financial Group manage?**
Dynamic Financial Group reports $539,558,246 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (100% discretionary).

**How have Dynamic Financial Group's assets and staff changed since 2021?**
In the Form ADV data for Dynamic Financial Group: Regulatory assets under management: $331,851,500 in the October 2021 data and $539,558,246 in the October 2026 data, up 63%. Total employees: 6 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Dynamic Financial Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (697); high net worth individuals (165); corporations or other businesses not listed above (4).

**Which custodians does Dynamic Financial Group use?**
Dynamic Financial Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Dynamic Financial Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288763

**What changed in Dynamic Financial Group's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 4 to 3. Regulatory assets under management went from $474,460,193 to $539,558,246 (+14%). Registered or notice-filed in AZ, CO, MI.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 18, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> The maximum annual fee charged for this service will not exceed 2.00%. Fees to be assessed will be outlined in the advisory agreement to be signed by the client.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $539,558,246
- Discretionary: $539,558,246
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 697 | $225,045,725 |
| High net worth individuals | 165 | $313,375,450 |
| Corporations or other businesses not listed above | 4 | $1,137,071 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2017 (9 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, IA, IL, KS, LA, MI, MN, MO, NE, TN, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dynamicfinancial.net

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $331,851,500 | 6 | February 1, 2021 |
| October 2022 | $378,009,283 | 6 | July 1, 2022 |
| October 2023 | $358,572,628 | 6 | February 9, 2023 |
| October 2024 | $415,682,227 | 4 | January 3, 2024 |
| October 2025 | $474,460,193 | 4 | January 23, 2025 |
| October 2026 | $539,558,246 | 3 | February 18, 2026 |

Regulatory assets under management: $331,851,500 in the October 2021 data and $539,558,246 in the October 2026 data, up 63%.
Total employees: 6 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 4 to 3.
- Regulatory assets under management went from $474,460,193 to $539,558,246 (+14%).
- Registered or notice-filed in AZ, CO, MI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dynamic Financial Group (CRD 288763): Form ADV filing data as of October 2026.