# Investment Dynamics Consulting Group, LLC

> Investment Dynamics Consulting Group, LLC is a state-registered investment advisory firm in Kailua-Kona, HI, registered since 2002, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 120611
- Filed as: INVESTMENT DYNAMICS CONSULTING GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Kailua-Kona, HI
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/120611
- AdvisorCensus page: https://advisorcensus.com/firm/investment-dynamics-consulting-group-llc-kailua-kona-hi-120611

## Quick answers

**How is Investment Dynamics Consulting Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Investment Dynamics Consulting Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Investment Dynamics Consulting Group, LLC located?**
Investment Dynamics Consulting Group, LLC's principal office is in Kailua-Kona, HI, according to its Form ADV.

**Is Investment Dynamics Consulting Group, LLC registered with the SEC or a state?**
Investment Dynamics Consulting Group, LLC is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 120611.

**How much does Investment Dynamics Consulting Group, LLC manage?**
Investment Dynamics Consulting Group, LLC reports $10,272,972 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**What types of clients does Investment Dynamics Consulting Group, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (7).

**Does Investment Dynamics Consulting Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/120611

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $10,272,972
- Discretionary: $10,272,972
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 7 | $10,272,972 |

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

### Firm details
- Registered since: 2002 (24 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: HI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Investment Dynamics Consulting Group, LLC (CRD 120611): Form ADV filing data as of October 2026.