Data / Investment advisers / Iowa / Dynamic Financial Group
Dynamic Financial Group, Cedar Falls, IA: $540 million AUM, SEC registered investment adviser
Dynamic Financial Group is an SEC registered investment adviser with its main office in Cedar Falls, Iowa and reports $540 million in regulatory assets under management in its Form ADV filed February 18, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 288763
- SEC file number
- 801-111021
- SEC status
- Approved, effective August 25, 2017
- Legal name
- Dynamic Financial Group, LLC
- Main office
- 4615 Chadwick Rd Suite 1, Cedar Falls, IA 50613
- Phone
- (319) 277-2727
- Website
- dynamicfinancial.net
- Regulatory AUM
- $539,558,246 in the Form ADV filed February 18, 2026
- Discretionary AUM
- $539,558,246
- Accounts
- 2,490
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 18, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 165 | $313.4 million |
| Individuals (other than high net worth individuals) | 697 | $225 million |
| Corporations or other businesses | 4 | $1.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $539.6 million | February 18, 2026 |
| December 1, 2025 | $474.5 million | January 23, 2025 |
Other advisers in Iowa
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Basepoint Wealth, LLC | Cedar Rapids | $883.8 million | Not listed | adviserinfo.sec.gov |
| Rda Financial Network | Akron | $675.2 million | Not listed | adviserinfo.sec.gov |
| West Financial Advisors, L.L.C. | Des Moines | $674.2 million | Not listed | adviserinfo.sec.gov |
| Merkle Retirement Planning | Grimes | $568.8 million | Not listed | adviserinfo.sec.gov |
| Retireright Consulting Group | West des Moines | $561.1 million | Not listed | adviserinfo.sec.gov |
| Wealth Advisors of Iowa, LLC | West des Moines | $539.4 million | Not listed | adviserinfo.sec.gov |
| Matheson & Rock Wealth Management, LLC | Davenport | $530 million | Not listed | adviserinfo.sec.gov |
| Independent Wealth Network, Inc. | Urbandale | $518.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Iowa
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Dynamic Financial Group on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.