{
  "crd_number": 323540,
  "slug": "dynamic-market-advantage-llc-louisville-ky-323540",
  "primary_business_name": "DYNAMIC MARKET ADVANTAGE, LLC",
  "legal_name": "DYNAMIC MARKET ADVANTAGE, LLC",
  "dbas": [],
  "city": "Louisville",
  "state": "KY",
  "country": "United States",
  "cbsa_code": "31140",
  "metro": {
    "cbsa_code": "31140",
    "common_name": "Louisville",
    "msa_name": "Louisville/Jefferson County, KY-IN",
    "path": "/advisors/ky/louisville"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-11-02",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-02-12",
  "carried_forward": false,
  "raum_total": 361877303.0,
  "raum_discretionary": 361877303.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "other_investment_advisers": {
      "raum": 361877303.0,
      "count": 2
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "KY"
  ],
  "websites": [
    "https://dynamicmarketadvantage.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323540",
  "city_as_filed": "LOUISVILLE",
  "url": "https://advisorcensus.com/firm/dynamic-market-advantage-llc-louisville-ky-323540",
  "display_name": "Dynamic Market Advantage, LLC",
  "summary": "Dynamic Market Advantage, LLC is an SEC-registered investment advisory firm in Louisville, KY, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 12, 2026.",
  "citation": "AdvisorCensus. Dynamic Market Advantage, LLC (CRD 323540): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Dynamic Market Advantage, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Dynamic Market Advantage, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "What does Dynamic Market Advantage, LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated February 12, 2026 states: Asset-based fee: 0.3% to 0.8% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Dynamic Market Advantage, LLC located?",
      "a": "Dynamic Market Advantage, LLC's principal office is in Louisville, KY, according to its Form ADV."
    },
    {
      "q": "Is Dynamic Market Advantage, LLC registered with the SEC or a state?",
      "a": "Dynamic Market Advantage, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323540."
    },
    {
      "q": "How much does Dynamic Market Advantage, LLC manage?",
      "a": "Dynamic Market Advantage, LLC reports $361,877,303 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (100% discretionary)."
    },
    {
      "q": "How have Dynamic Market Advantage, LLC's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Dynamic Market Advantage, LLC: Regulatory assets under management: $201,076,739 in the October 2023 data and $361,877,303 in the October 2026 data, up 80%. Total employees: 2 in October 2023 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Dynamic Market Advantage, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: other investment advisers (2)."
    },
    {
      "q": "Which custodians does Dynamic Market Advantage, LLC use?",
      "a": "Dynamic Market Advantage, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. (affiliated with the firm) as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Dynamic Market Advantage, LLC report any disciplinary disclosures?",
      "a": "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/323540"
    },
    {
      "q": "Does Dynamic Market Advantage, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 12, 2026 says: \"DMA provides investment advice primarily to other registered investment advisors. DMA generally does not impose a minimum relationship size.\""
    },
    {
      "q": "What changed in Dynamic Market Advantage, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $288,840,789 to $361,877,303 (+25%)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 201076739.0,
      "total_employees": 2,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 243615261.0,
      "total_employees": 4,
      "filing_date": "2024-09-24"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 288840789.0,
      "total_employees": 4,
      "filing_date": "2025-03-05"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 361877303.0,
      "total_employees": 4,
      "filing_date": "2026-02-12"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $288,840,789 to $361,877,303 (+25%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 12, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.3% to 0.8% a year",
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.3% to 0.8% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Investment advisory fees range from 0.30% to 0.80% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "DMA provides investment advice primarily to other registered investment advisors. DMA generally does not impose a minimum relationship size."
        ]
      }
    ],
    "quotes": [
      "Investment advisory fees range from 0.30% to 0.80% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.",
      "DMA provides investment advice primarily to other registered investment advisors. DMA generally does not impose a minimum relationship size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": true
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/dynamic-market-advantage-llc-louisville-ky-323540.md",
  "clients": [
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 2,
      "fewer_than_5": false,
      "raum": 361877303.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323540",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}