DYNAMIC MARKET ADVANTAGE, LLC
Adviser information for DYNAMIC MARKET ADVANTAGE, LLC last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Kentucky, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,196 | $243.6M |
| Non-Discretionary | 0 | $0 |
| Total | 1,196 | $243.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 2 | $243.6M |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-126816 |
|---|---|
| SEC ERA File Number | 801-126816 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 323540 |
| Legal Entity Identifier | None |
Principal Office
2020 HIGH WICKHAM PLACESUITE 200
LOUISVILLE
KY
United States
Monday - Friday, 8:30AM TO 5:00PM
Tel: (502) 813-2115, Fax: None
Chief Compliance Officer
BEAU J. HANDY
MANAGING MEMBER
2020 HIGH WICKHAM PLACE
SUITE 200
LOUISVILLE
KY
United States
Tel:
(502) 813-2115
D**@****************M
(Full email address available in API data)
Industry Affiliates
| GUIDANCE CAPITAL, INC. | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HANDY, BEAU, JUSTIN | Individual | – | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 09/2022 | 50-75% |
| STEINBOCK, JOHN, EDMUND UNGER | Individual | – | MEMBER / ANALYST | 09/2022 | 5-10% |
| GIBSON, STEPHEN, RANDALL | Individual | – | MEMBER | 09/2022 | 25-50% |