# Dynamic Market Advantage, LLC

> 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.

- CRD: 323540
- Filed as: DYNAMIC MARKET ADVANTAGE, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Louisville, KY
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323540
- AdvisorCensus page: https://advisorcensus.com/firm/dynamic-market-advantage-llc-louisville-ky-323540

## Quick answers

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

**What does Dynamic Market Advantage, LLC's brochure say about its fees?**
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.

**Where is Dynamic Market Advantage, LLC located?**
Dynamic Market Advantage, LLC's principal office is in Louisville, KY, according to its Form ADV.

**Is Dynamic Market Advantage, LLC registered with the SEC or a state?**
Dynamic Market Advantage, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323540.

**How much does Dynamic Market Advantage, LLC manage?**
Dynamic Market Advantage, LLC reports $361,877,303 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (100% discretionary).

**How have Dynamic Market Advantage, LLC's assets and staff changed since 2023?**
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.

**What types of clients does Dynamic Market Advantage, LLC serve?**
By number of clients on Form ADV Item 5.D: other investment advisers (2).

**Which custodians does Dynamic Market Advantage, LLC use?**
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.

**Does Dynamic Market Advantage, LLC 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/323540

**Does Dynamic Market Advantage, LLC state an account minimum?**
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."

**What changed in Dynamic Market Advantage, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $288,840,789 to $361,877,303 (+25%).

## 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 12, 2026)

- Asset-based fee: 0.3% to 0.8% a year (a range, as the brochure states it)

> 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.

- Account minimum: None

> DMA provides investment advice primarily to other registered investment advisors. DMA generally does not impose a minimum relationship size.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc. (affiliated with the firm)

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: $361,877,303
- Discretionary: $361,877,303
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Other investment advisers | 2 | $361,877,303 |

### 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: 2022 (3 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dynamicmarketadvantage.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $201,076,739 | 2 | March 30, 2023 |
| October 2024 | $243,615,261 | 4 | September 24, 2024 |
| October 2025 | $288,840,789 | 4 | March 5, 2025 |
| October 2026 | $361,877,303 | 4 | February 12, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $288,840,789 to $361,877,303 (+25%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dynamic Market Advantage, LLC (CRD 323540): Form ADV filing data as of October 2026.