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Asset manager · Louisville, KY

Dynamic Market Advantage, LLC

SEC-registered investment adviser · CRD 323540 · SEC 801-126816

At a glance

Dynamic Market Advantage, LLC is an SEC-registered investment adviser based in Louisville, Kentucky, with $362 million in regulatory assets under management as of its Form ADV filed February 12, 2026. Its largest client group by assets is other investment advisers. By Form ADV it is a asset manager, ranked 1,836th of 3,218 asset managers and 9,270th of 17,210 SEC-registered advisers by assets.

Main office 502-813-2100dynamicmarketadvantage.comAs filed on Form ADV

Regulatory AUM
$362M
Rank among asset managers
#1,836 of 3,218
Rank among all SEC RIAs
#9,270 of 17,210
Rank in Kentucky
#45 of 85
Clients
2
Accounts
1,302
Discretionary
100% of AUM
Employees
4
Advisory staff
3
Offices
1

Owners and executives on its Form ADV

Custody and brokerage

Custodian

  1. Charles SchwabAffiliate of the firm$362M

Other RIAs using Charles Schwab

Broker-dealer

Hybrid RIA

Dynamic Market Advantage, LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.

Its Form ADV brochure (filed February 2026) names Private Client Services as the broker-dealer its advisers are registered with.

However, certain Advisory Persons are also a Registered Representative of Private Client Services, LLC (“PCS”), a registered broker-dealer (CRD# 120222) and member FINRA, SIPC.

Other hybrid RIAs

Who it serves

Client typeClientsRegulatory AUMShare
Other investment advisers2$362M100%

Disciplinary disclosures

Dynamic Market Advantage, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions

How it’s paid

  • A percentage of assets under management

Form ADV and brochures on the SEC’s adviser search ↗dynamicmarketadvantage.com ↗

AtlasMembers

The full record on Dynamic Market Advantage, LLC

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 3 years of filings
Locked
Growth over one, three and five years
Locked
Rank against 959 peers of its type and size
Locked
Owners and executives, with titles and stakes
3 namedLocked
Main office, fax and compliance officer
Locked
Filing changes this year, with alerts
1Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Dynamic Market Advantage, LLC manage?

Dynamic Market Advantage, LLC reports $362 million in regulatory assets under management across 1,302 accounts, 100% of it on a discretionary basis, on its Form ADV filed February 12, 2026.

What kind of firm is Dynamic Market Advantage, LLC?

Dynamic Market Advantage, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.

Who are Dynamic Market Advantage, LLC’s clients?

By assets, its largest client types are other investment advisers ($362 million, 2 clients).

Does Dynamic Market Advantage, LLC have any disciplinary history?

Dynamic Market Advantage, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Dynamic Market Advantage, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-02-12), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →