{
  "crd_number": 310588,
  "slug": "dynamique-capital-advisors-rancho-santa-fe-ca-310588",
  "primary_business_name": "DYNAMIQUE CAPITAL ADVISORS",
  "legal_name": "DYNAMIQUE CAPITAL ADVISORS, LLC",
  "dbas": [],
  "city": "Rancho Santa Fe",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41740",
  "metro": {
    "cbsa_code": "41740",
    "common_name": "San Diego",
    "msa_name": "San Diego-Chula Vista-Carlsbad, CA",
    "path": "/advisors/ca/san-diego"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2020-10-06",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-04-30",
  "carried_forward": false,
  "raum_total": 25300000.0,
  "raum_discretionary": 25300000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "pension_profit_sharing": {
      "raum": 100000.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 25200000.0,
      "count": 10
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CA",
    "TX"
  ],
  "websites": [
    "https://dynamique.com",
    "https://facebook.com/dynamiquecapital",
    "https://linkedin.com/company/68969888",
    "https://twitter.com/DynamiqueCap"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310588",
  "disclosure_items": [
    {
      "item": "11.G",
      "question": "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?"
    }
  ],
  "city_as_filed": "RANCHO SANTA FE",
  "url": "https://advisorcensus.com/firm/dynamique-capital-advisors-rancho-santa-fe-ca-310588",
  "display_name": "Dynamique Capital Advisors",
  "summary": "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.",
  "citation": "AdvisorCensus. Dynamique Capital Advisors (CRD 310588): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Dynamique Capital Advisors compensated?",
      "a": "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."
    },
    {
      "q": "Where is Dynamique Capital Advisors located?",
      "a": "Dynamique Capital Advisors' principal office is in Rancho Santa Fe, CA, according to its Form ADV."
    },
    {
      "q": "Is Dynamique Capital Advisors registered with the SEC or a state?",
      "a": "Dynamique Capital Advisors is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 310588."
    },
    {
      "q": "How much does Dynamique Capital Advisors manage?",
      "a": "Dynamique Capital Advisors reports $25,300,000 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Dynamique Capital Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (10)."
    },
    {
      "q": "Does Dynamique Capital Advisors report any disciplinary disclosures?",
      "a": "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"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/dynamique-capital-advisors-rancho-santa-fe-ca-310588.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 10,
      "fewer_than_5": false,
      "raum": 25200000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 100000.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "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/310588",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}