CRD: 304922
Dunamis Capital Consulting, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers · Nationwide
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-2018
- Office Locations
- 1
Office Locations
About Dunamis Capital Consulting, LLC
Dunamis Capital Consulting is an independent Florida-based firm providing investment management, retirement planning, and insurance strategy for individuals and businesses. Led by founding principal Al Beam (CRC, CRPS), the team brings 28 years across hedge funds, high-net-worth clients, managed accounts, mutual fund distribution, and municipal retirement plan consulting, and collaborates with leading-edge asset management companies.
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
ALDAIN CHRISTOPHER BEAM
Chief Compliance Officer, Managing Principal
- CRD
- #2967415
- Ownership
- 50% but less than 75%
MICHELE MARIE BEAM
Managing Partner
- CRD
- --
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,292,309 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,292,309 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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