AdvisorCensus / Financial advisors / California / San Diego / Dynamique Capital Advisors
Dynamique Capital Advisors
Filed as DYNAMIQUE CAPITAL ADVISORS · Legal name Dynamique Capital Advisors, LLC
Dynamique Capital Advisors is a state-registered investment advisory firm in Rancho Santa Fe, CA, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 30, 2026.
Quick answers
From the filingHow is Dynamique Capital Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Dynamique Capital Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Dynamique Capital Advisors located?
Dynamique Capital Advisors' principal office is in Rancho Santa Fe, CA, according to its Form ADV.
Is Dynamique Capital Advisors registered with the SEC or a state?
Dynamique Capital Advisors is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 310588.
How much does Dynamique Capital Advisors manage?
Dynamique Capital Advisors reports $25,300,000 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (100% discretionary).
What types of clients does Dynamique Capital Advisors serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (10).
Does Dynamique Capital Advisors report any disciplinary disclosures?
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.G (pending regulatory proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/310588
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$25,300,000 as of October 2026, filing dated April 30, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Legal name
- Dynamique Capital Advisors, LLC
- Registration
- State-registered investment adviser. Status as filed: APPROVED.
- Registered since
- 2020 (5 years)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
2 states or jurisdictions
State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration
Disclosures
Item 111 Reports 1 disclosure item on Form ADV Item 11. View on IAPD.
Questions answered yes on this filing
Regulatory matters Items 11.C to 11.G
- 11.G Is the firm or an advisory affiliate now the subject of a regulatory proceeding that could result in a yes answer to any part of 11.C, 11.D, or 11.E?
Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Dynamique Capital Advisors (CRD 310588): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/dynamique-capital-advisors-rancho-santa-fe-ca-310588