DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Dynamic
Legal name Dynamic Advisor Solutions LLC
Latest filing Aug 17, 2026
First filing on the tape Dec 9, 2011 · 117 filings
SEC status approved since Mar 4, 2011
RAUM
$5.6B
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
94%
$5.3B individuals and HNW
Advisors
77
registered through the firm on IAPD
RAUM per advisor
$73.2M
derived; firm RAUM over IAPD count
Employees
130
65 advisory (5.B.1)
Offices
54
beyond the principal office
Private funds
0
reported on Schedule D
History
117 filings and snapshots on the tape
RAUM$5.6B as of Aug 17, 2026
Mar 30, 2012$179M then
HNW client RAUM$4.5B as of Aug 17, 2026
Mar 26, 2018$487M then
State-registered IARs (5.B.3)65 as of Aug 17, 2026
Mar 30, 20120 then
Employees (5.A)130 as of Aug 17, 2026
Apr 2, 201324 then
Private funds: no history
RAUM +5.5% over the last fiscal year+20% a year over threeIARs 73 to 65
Practice profile
derived from the filing of Aug 17, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $73.2MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 72derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.5MderivedHNW RAUM over HNW clients
- Average account
- $371,390derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 4.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.7derivedItem 5.A over advisors
- Advisors per office
- 1.4derived55 offices incl. principal (1.F.5)
- RAUM growth, one year
- +5.5%derivedbetween the last two annual amendments
- Advisor growth, one year
- -11%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +3.6%derived
- Compensation
- percentage of assets, hourly, fixed fees, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisers, publications, educational seminars, otherreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$4.5B79%
- Individuals$863M15%
- Pension and profit-sharing plans$236M4.2%
- Corporations and businesses$60.4M1.1%
- Charitable organizations$25.4M0.4%
- Individual clients
- 3,696reported
- HNW clients
- 1,813reported
- Pension plan clients
- 69reported
- Charitable clients
- 15reported
- Accounts
- 15,179reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.94 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
77 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| James Richard Cannon | Phoenix, Az | May 3, 2010 | 38 y | 0 |
| Margot Suzanne Davis | Phoenix, Az | Jun 30, 2010 | 23 y | 2 |
| Delvis Llanes | Miami, Fl | Jul 29, 2013 | 17 y | 2 |
| Erin Michael GoergenCertified Financial Planner | Phoenix, Az | Aug 29, 2013 | 23 y | 1 |
| Vincent James Asaro | Phoenix, Az | Sep 25, 2013 | 46 y | 1 |
| Celeste Karen Wall | Ontario, Ca | Oct 30, 2015 | 17 y | 1 |
| Edward Jonathon Lebeau | Phoenix, Az | Jul 11, 2016 | 32 y | 1 |
| Ross Daniel EmmerCertified Financial Planner | Phoenix, Az | Oct 20, 2016 | 30 y | 4 |
| Michael A AcevedoCertified Financial Planner | Newport Beach, Ca | Nov 29, 2016 | 23 y | 2 |
| Cherie Jean Jolly | Phoenix, Az | Mar 24, 2017 | 25 y | 7 |
| Alano David MassiCertified Financial Planner | Calabasas, Ca | Dec 8, 2017 | 13 y | 1 |
| Thomas Scott MccannCertified Financial Planner | Thousand Oaks, Ca | Feb 3, 2018 | 14 y | 4 |
| Brian Michael BucellCertified Financial Planner | Phoenix, Az | Feb 3, 2018 | 12 y | 1 |
| Brock Benjamin Bowden | Phoenix, Az | Mar 5, 2018 | 20 y | 2 |
| Mark Loal AndersonChartered Financial Analyst | Salt Lake City, Ut | Mar 5, 2018 | 24 y | 1 |
| Donald Cutler Wiscomb | Phoenix, Az | Mar 5, 2018 | 42 y | 3 |
| Mark Stephen Johnson | Salt Lake City, Ut | Mar 5, 2018 | 32 y | 5 |
| Justin Brooks Hardesty | Canton, Oh | Mar 16, 2018 | 26 y | 2 |
| Scott Allen Rader | Bulverde, Tx | Mar 21, 2018 | 15 y | 2 |
| Jose Guadalupe Longoria | Mcallen, Tx | Mar 21, 2018 | 31 y | 2 |
| Stephen Morgan PeaseCertified Financial Planner | Phoenix, Az | Mar 21, 2018 | 23 y | 3 |
| Matthew Robert Hansen | Phoenix, Az | Mar 23, 2018 | 12 y | 1 |
| Laura Ann Bradford | Palmdale, Ca | Jul 23, 2018 | 26 y | 1 |
| Timothy M Garretson | Phoenix, Az | Aug 10, 2018 | 19 y | 5 |
| Christopher Edward Ordway | Phoenix, Az | Aug 13, 2018 | 24 y | 5 |
| Shannon Nicole Larson | Phoenix, Az | Aug 13, 2018 | 15 y | 2 |
| Zachary Paul LiggettChartered Financial Analyst | Phoenix, Az | Jan 25, 2019 | 16 y | 2 |
| Athanassios Panagiotakopoulos | Phoenix, Az | Mar 29, 2019 | 16 y | 2 |
| David Jeffery Marques Matuszak | Phoenix, Az | May 6, 2019 | 29 y | 7 |
| Tomas Mcmillan | Bayville, Ny | May 23, 2019 | 33 y | 0 |
| Charles Steven Sera | Marana, Az | Jun 7, 2019 | 14 y | 3 |
| Laura Alice Evans | Salt Lake City, Ut | Jan 2, 2020 | 22 y | 7 |
| Patrick Edward HueyCertified Financial Planner | Camas, Wa | Mar 13, 2020 | 21 y | 5 |
| Desiree Ann Longoria | Phoenix, Az | Mar 23, 2020 | 15 y | 0 |
| Marina HernandezCertified Financial Planner | Merion Station, Pa | Apr 20, 2020 | 17 y | 1 |
| John Graton Gillespie | Edmond, Ok | Jun 17, 2020 | 42 y | 3 |
| Derek Samuel PanteleCertified Financial Planner, Chartered Financial Analyst | Phoenix, Az | Jul 16, 2020 | 19 y | 1 |
| Craig Alan Nieschwietz | San Antonio, Tx | Sep 1, 2020 | 21 y | 2 |
| Ryan C OldsCertified Financial Planner | Phoenix, Az | Oct 1, 2020 | 20 y | 5 |
| Matthew Michael HoaglinCertified Financial Planner | Phoenix, Az | Oct 1, 2020 | 20 y | 0 |
Advisor movement
12 left, 4 joined in 12 months
net -8 in 12 months5 left in 90 days0 joined in 90 daysdeparture rate 16% of current headcount27 left over 36 months
Left, latest
- Jay Rabins to Blackhawk Capital Partners, LLCJul 30, 2026 · RIA to RIA
- Mark Robert Minarik to Sand Creek Capital, LLCJun 24, 2026 · RIA to RIA
- Curtis M. Simmons to Sand Creek Capital, LLCJun 24, 2026 · RIA to RIA
- Luke Jess Sutton to Sand Creek Capital, LLCJun 24, 2026 · RIA to RIA
- Trent Sadler to Edelman Financial EnginesJun 23, 2026 · RIA to RIA
- Connor Francis Dolan to Integrated Wealth Concepts LLCJan 2, 2026 · RIA to RIA
- Vincent Michael Esposito to Integrated Wealth Concepts LLCJan 2, 2026 · RIA to RIA
- John Stockdale Marshall to FartherJan 2, 2026 · RIA to RIA
- Urban Walter Adams to Diversify Advisory Services, LLCJan 2, 2026 · RIA to affiliated broker-dealer or bank
- Courtney Margaret Font to FartherJan 2, 2026 · RIA to RIA
- William Allen Hansen to FartherJan 2, 2026 · RIA to RIA
- Erickson Richard Braund to Black Walnut Wealth ManagementSep 30, 2025 · RIA to a newly registered adviser
- Michael David Welcher to Crownstone Advisory & Investment CorpAug 26, 2025 · RIA to a newly registered adviser
- Lucas Matthew Felbel to RBC Capital Markets, LLCJul 2, 2025 · RIA to affiliated broker-dealer or bank
- Tanya Michelle Escobedo to Williams & Novak Wealth Management, LLCMar 24, 2025 · RIA to RIA
Joined, latest
- Jason Garrett Noble from Prime Capital FinancialMar 23, 2026 · RIA to RIA
- David Russell Hoffman from Forthright CapitalJan 28, 2026 · RIA to RIA
- Michael Richard Mazzella from Mazzella Estate & Asset Management, LLCJan 16, 2026 · Other
- Ryan Timothy Rippy from Montage Private WealthOct 14, 2025 · Other
- Brian C Bowen from Charles Schwab & Co., Inc.Jul 16, 2025 · Affiliated broker-dealer or bank to independent RIA
- Matthew John Desmond from Fim GroupJan 10, 2025 · RIA to RIA
- Sara Marshall Di Ruscio from Wells Fargo AdvisorsJan 8, 2025 · Wirehouse to independent RIA
- Kushal Ashwin Shah from Retirement Planners Of AmericaJan 3, 2025 · RIA to RIA
- Jonas M Zamora from Morgan StanleyJan 2, 2025 · Wirehouse to independent RIA
- John Allen Davis from Collaborative WealthJan 1, 2025 · RIA to RIA
- Sundip "Sonny" Rai from Laurel Wealth Advisors, Inc.Jan 1, 2025 · RIA to RIA
- Michael David Welcher from EnvestimOct 2, 2024 · Other
- Cameron Luke Juhnke from Creative PlanningJul 17, 2024 · RIA to RIA
- Michael Niewiadomski from Osaic Fa, Inc.May 8, 2024 · Affiliated broker-dealer or bank to independent RIA
- Trent Sadler from Stansberry Asset Management, LLCApr 1, 2024 · RIA to RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Integrated Wealth Concepts LLCJan 2, 2026 · Guilford, Ct
- 3 left for FartherJan 2, 2026 · Phoenix, Az
- 2 left for May Hill Capital, LLCNov 22, 2024 · Phoenix, Az
- 2 left for Williams & Novak Wealth Management, LLCNov 28, 2023 · Phoenix, Az
- 3 left for Autus Asset Management, LLCDec 31, 2020 · Chandler, Az
- 2 left for Bridge Financial StrategiesJan 2, 2019 · Scottsdale, Az
- 2 left for Clarity Capital Advisors, LLCFeb 11, 2016 · Irvine, Ca
- 2 joined from Single Point PartnersSep 6, 2023 · Boston, Ma
- 2 joined from Western International SecuritiesJun 1, 2023 · Pasadena, Ca
- 3 joined from Your Source FinancialApr 14, 2023 · Phoenix, Az · Firm absorbed
- 3 joined from Autus Asset Management, LLCFeb 23, 2023 · Scottsdale, Az · Firm absorbed
- 2 joined from Avantax Advisory ServicesSep 8, 2020 · Rexburg, Id
- 2 joined from Pathlight Investors, LLCMay 31, 2019 · Phoenix, Az
- 2 joined from Fim GroupDec 14, 2018 · Traverse City, Mi
- 3 joined from Bfc Planning, Inc.Sep 10, 2018 · Cedar Rapids, Ia
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Richard James Cannon · Chief Executive Officer Advisor Solutionscontrolsince 12/2008 · owns less than 5%
- Glenn Eric Draughon · Chief Service Officercontrolsince 01/2025 · owns less than 5%
- Grigoryevich Konstantin Etus · Chief Investment Officercontrolsince 02/2023 · owns less than 5%
- Jean Cherie Jolly · Chief Compliance Officercontrolsince 11/2016 · owns less than 5%
- Philip Steven Kulesza · Chief Business Development Officercontrolsince 10/2022 · owns less than 5%
- Justin Patrick · Chief Technology Officercontrolsince 12/2019 · owns less than 5%
- Richard James Cannon · Trusteecontrolsince 05/2003 · owns 50% to 75% of Cannon Family Trust
- Mcchesney Susan Cannon · Trusteesince 05/2003 · owns 50% to 75% of Cannon Family Trust
Entity owners
- Dwa Management LLC · Manager Of Dynamic Advisor Solutionsdirect · owns 75% or more
- Cannon Family Trust · Memberindirect · owns 75% or more of Dwa Management LLC
Related persons
Schedule D 7.A
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Phoenix, Az · principal | 75 | 6 | 5 | 1 | |
| Salt Lake City, Ut | 6 | 0 | 0 | ||
| Chandler, Az | 5 | 0 | 0 | ||
| Thousand Oaks, Ca | 5 | 0 | 1 | ||
| San Diego, Ca | 3 | 0 | 0 | ||
| Cave Creek, Az | 3 | 1 | 0 | ||
| Scottsdale, Az | 3 | 1 | 1 | ||
| Durango, Co | 3 | 0 | 0 | ||
| Traverse City, Mi | 2 | 0 | 1 | ||
| Falls City, Tx | 2 | 1 | 0 | ||
| Mcallen, Tx | 2 | 0 | 0 | ||
| Orange, Ca | 2 | 0 | 0 | ||
| Deerfield, Il | 2 | 0 | 0 | ||
| Gilbert, Az | 1 | 0 | 1 | ||
| Fort Collins, Co | 0 | 0 | 0 | ||
| Rexburg, Id | 0 | 0 | 1 | ||
| Albany, Ga | 0 | 0 | 1 | ||
| Helena, Mt | 0 | 0 | 1 | ||
| Guilford, Ct | 0 | 0 | 2 | 1 | |
| San Tan Valley, Az | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Thousand Oaks, CA6 employees
- Salt Lake City, UT4 employees
- Petoskey, MI3 employees
- San Diego, CA3 employees
- Rexburg, ID2 employees
- Fort Collins, CO2 employees
- San Diego, CA2 employees
- Phoenix, AZ2 employees
- San Diego, CA2 employees
- Guilford, CT2 employees
- Phoenix, AZ2 employees
- Durango, CO2 employees
- Traverse City, MI2 employees
- Mcallen, TX2 employees
- Phoenix, AZ2 employees
- Newport Beach, CA1 employees
- Orange, CA1 employees
- Orange, CA1 employees
- Phoenix, AZ1 employees
- Shelby Township, MI1 employees
- Traverse City, MI1 employees
- Westlake Village, CA1 employees
- Bloomington, MN1 employees
- , 1 employees
- Boca Raton, FL1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Aug 17, 2026DRAUGHON, ERIC, GLENN (CHIEF SERVICE OFFICER) appeared on Schedule A between the filings of 2023-03-29 and 2026-08-17peers: independent wealth managers, $5B to $20B (289)
What changed
consecutive filings, newest first
- Accounts · 15,497 to 15,179Jan 21, 2026 to Mar 20, 2026
- Advisory employees · 73 to 65Jan 21, 2026 to Mar 20, 2026
- Charity clients · 17 to 15Jan 21, 2026 to Mar 20, 2026
- Corporate clients · 42 to 41Jan 21, 2026 to Mar 20, 2026
- HNW clients · 1,599 to 1,813Jan 21, 2026 to Mar 20, 2026
- Individual clients · 3,720 to 3,696Jan 21, 2026 to Mar 20, 2026
- Pension plan clients · 100 to 69Jan 21, 2026 to Mar 20, 2026
- State-registered IARs · 73 to 65Jan 21, 2026 to Mar 20, 2026
- Discretionary RAUM · $5.3B to $5.6BJan 21, 2026 to Mar 20, 2026
- HNW RAUM · $3.8B to $4.5BJan 21, 2026 to Mar 20, 2026
- Individual RAUM · $831M to $863MJan 21, 2026 to Mar 20, 2026
- Non-discretionary RAUM · $21.7M to $38.8MJan 21, 2026 to Mar 20, 2026
- Pension RAUM · $267M to $236MJan 21, 2026 to Mar 20, 2026
- RAUM · $5.3B to $5.6BJan 21, 2026 to Mar 20, 2026
- Business name · DYNAMIC WEALTH ADVISORS to DYNAMICJul 25, 2025 to Aug 27, 2025
- Financial planning clients · 101-250 to 101-250Jun 9, 2025 to Jul 25, 2025
- Accounts · 14,988 to 15,497Jan 6, 2025 to Apr 23, 2025
- Advisory employees · 76 to 73Jan 6, 2025 to Apr 23, 2025
- Corporate clients · 43 to 42Jan 6, 2025 to Apr 23, 2025
- HNW clients · 1,506 to 1,599Jan 6, 2025 to Apr 23, 2025
- Individual clients · 3,768 to 3,720Jan 6, 2025 to Apr 23, 2025
- Pension plan clients · 136 to 100Jan 6, 2025 to Apr 23, 2025
- Employees · 125 to 130Jan 6, 2025 to Apr 23, 2025
- State-registered IARs · 76 to 73Jan 6, 2025 to Apr 23, 2025
- Discretionary RAUM · $4.8B to $5.3BJan 6, 2025 to Apr 23, 2025
- HNW RAUM · $3.5B to $3.8BJan 6, 2025 to Apr 23, 2025
- Individual RAUM · $835M to $831MJan 6, 2025 to Apr 23, 2025
- Non-discretionary RAUM · $7.1M to $21.7MJan 6, 2025 to Apr 23, 2025
- Pension RAUM · $152M to $267MJan 6, 2025 to Apr 23, 2025
- RAUM · $4.8B to $5.3BJan 6, 2025 to Apr 23, 2025
- Accounts · 12,207 to 14,988Jan 18, 2024 to Feb 9, 2024
- Advisory employees · 72 to 76Jan 18, 2024 to Feb 9, 2024
- Charity clients · 4 to 17Jan 18, 2024 to Feb 9, 2024
- Corporate clients · 25 to 43Jan 18, 2024 to Feb 9, 2024
- HNW clients · 971 to 1,506Jan 18, 2024 to Feb 9, 2024
- Individual clients · 3,259 to 3,768Jan 18, 2024 to Feb 9, 2024
- Pension plan clients · 134 to 136Jan 18, 2024 to Feb 9, 2024
- Employees · 120 to 125Jan 18, 2024 to Feb 9, 2024
- State-registered IARs · 72 to 76Jan 18, 2024 to Feb 9, 2024
- Other offices · 50 to 54Jan 18, 2024 to Feb 9, 2024
Signals
57 dated events
- Jay Rabins left Dynamic for Blackhawk Capital Partners, Llc (registered 2026-08-03)Jul 30, 2026 · Advisor changed firm · fact
- Edmund Ray Gifford no longer registered at Dynamic; no later IA registration on IAPDJul 9, 2026 · Advisor departure · fact
- Blaine Henry Vose no longer registered at Dynamic; no later IA registration on IAPDJul 9, 2026 · Advisor departure · fact
- Curtis M. Simmons left Dynamic for Sand Creek Capital, Llc (registered 2026-04-17)Jun 24, 2026 · Advisor changed firm · fact
- Luke Jess Sutton left Dynamic for Sand Creek Capital, Llc (registered 2026-04-17)Jun 24, 2026 · Advisor changed firm · fact
- Mark Robert Minarik left Dynamic for Sand Creek Capital, Llc (registered 2026-04-17)Jun 24, 2026 · Advisor changed firm · fact
- Trent Sadler left Dynamic for Edelman Financial Engines (registered 2026-07-16)Jun 23, 2026 · Advisor changed firm · fact
- William Allen Hansen left Dynamic for Farther (registered 2025-12-03)Jan 2, 2026 · Advisor changed firm · fact
- Urban Walter Adams left Dynamic for Diversify Advisory Services, Llc (registered 2026-01-02)Jan 2, 2026 · Advisor changed firm · fact
- Vincent Michael Esposito left Dynamic for Integrated Wealth Concepts Llc (registered 2025-12-08)Jan 2, 2026 · Advisor changed firm · fact
- John Stockdale Marshall left Dynamic for Farther (registered 2025-12-03)Jan 2, 2026 · Advisor changed firm · fact
- Connor Francis Dolan left Dynamic for Integrated Wealth Concepts Llc (registered 2025-12-08)Jan 2, 2026 · Advisor changed firm · fact
- Courtney Margaret Font left Dynamic for Farther (registered 2025-12-16)Jan 2, 2026 · Advisor changed firm · fact
- 3 advisors left Dynamic (Phoenix, AZ) for Farther on the same dayJan 2, 2026 · Team lift-out · derived
- 2 advisors left Dynamic (Guilford, CT) for Integrated Wealth Concepts LLC on the same dayJan 2, 2026 · Team lift-out · derived
- Erickson Richard Braund left Dynamic for Black Walnut Wealth Management (registered 2025-08-28)Sep 30, 2025 · Advisor changed firm · fact
- Michael David Welcher left Dynamic for Crownstone Advisory & Investment Corp (registered 2026-05-22)Aug 26, 2025 · Advisor changed firm · fact
- Lucas Matthew Felbel left Dynamic for Rbc Capital Markets, Llc (registered 2025-07-10)Jul 2, 2025 · Advisor changed firm · fact
- Tanya Michelle Escobedo left Dynamic for Williams & Novak Wealth Management, Llc (registered 2026-03-03)Mar 24, 2025 · Advisor changed firm · fact
- Lucas Gillis left Dynamic for Wellth Advisory Services, Llc (registered 2025-02-14)Feb 18, 2025 · Advisor changed firm · fact
- Francis Martin Gillis left Dynamic for Wellth Advisory Services, Llc (registered 2025-02-14)Feb 18, 2025 · Advisor changed firm · fact
- Anne Michelle Ward left Dynamic for Wisdom Wealth Management (registered 2024-12-06)Jan 17, 2025 · Advisor changed firm · fact
- Harvey M Samachson left Dynamic for Edward Jones (registered 2024-11-15)Nov 27, 2024 · Advisor changed firm · fact
- Robert Ernest Dockendorff left Dynamic for May Hill Capital, Llc (registered 2024-08-13)Nov 22, 2024 · Advisor changed firm · fact
- Seth David Corkin left Dynamic for May Hill Capital, Llc (registered 2024-08-06)Nov 22, 2024 · Advisor changed firm · fact
- Anh Thi Nguyen left Dynamic for Evermay Wealth Management, Llc (registered 2025-01-02)Nov 22, 2024 · Advisor changed firm · fact
- 2 advisors left Dynamic (Phoenix, AZ) for May Hill Capital, LLC on the same dayNov 22, 2024 · Team lift-out · derived
- Timothy James Mcneely left Dynamic for Strategy Asset Managers L.L.C. (registered 2024-03-28)Mar 28, 2024 · Advisor changed firm · fact
- Dynamic reported RAUM $4.8B, up 48% from $3.3B (2024-01-18 to 2024-02-09)Feb 9, 2024 · RAUM change · derived
- Craig Morningstar left Dynamic for Ip Financial Advisory Services Llc (registered 2025-01-24)Dec 19, 2023 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 805-727-2700reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- PALMCM.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (877) 257-3840reportedpublic record, Form ADV, Aug 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $73.2Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026