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Dynamic Financial Group

Dynamic Financial Group. CRD 288763

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CRD: 288763

Dynamic Financial Group

Cedar Falls, IA, 50613
3192772727
$539.6M Total AUM
$539.6M Disc. AUM
14.6% 3Y CAGR
3 Employees
866 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
Value insight
Established Date
08-25-2017
Office Locations
1

Office Locations

4615 Chadwick Road, Suite 1 Cedar Falls IA

About Dynamic Financial Group

Dynamic Financial Group is a Cedar Falls, Iowa-based wealth management team providing comprehensive financial planning and portfolio management, coordinating savings, investments, and corporate benefits. Serves retail clients including entrepreneurs, with access to a client portal on Orion. Investment implementation spans public funds and ETFs, with Fidelity/NFS listed as custodian.

Team overview

35 AVG AGE
$179.9M AVG AUM / ADVISOR
$623.0K AVG AUM / CLIENT
7.2 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
8yrs Firm Age

Insights

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Asset Classes

Value meridian Catalyst atlas Timber Zenith Vital Value fusion Wave insight

Client Personas

Eagle ridge

Custodian

Vector Vertex pathway

Investment Themes

Matrix insight Radial Focus unison Frontier atlas

Investment Vehicles

Alpha quantum Foundation

Platform

Foundation wave

Services

Radial Foundation meridian Matrix Glacier quantum Alpha Momentum atlas

Technology

Pathway unison

Owner & Executives

D

DARREN PAUL YODER

Chief Compliance Officer, Financial Advisor, Managing Member

CRD
#4456869
Ownership
50% but less than 75%
(549) 761-9950
unison.summit@crestcapital.com
in linkedin.com/in/unison-insight
C

CALEB MICHAEL SCHMIDT

Investment Adviser Representative, Investment Advisor Representative, PRINCIPAL

CRD
#5970498
Ownership
25% but less than 50%
(694) 686-8003
frontier.insight@bridgecapital.com
in linkedin.com/in/pioneer-signal

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Contacts

Luke Donald Merfeld

Luke Donald Merfeld

Financial Advisor

CRD
#7490074
(903) 806-5246
pioneer.legacy@unisoncapital.com
in linkedin.com/in/summit-momentum

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-01-2022
02-09-2023
12-03-2024
01-23-2025
02-18-2026
Category Assets AVG. Account size
Discretionary $539,558,246 $216,690
Non-Discretionary $0 --
Total $539,558,246 $216,690

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Separately Managed Accounts

Total SMA Asset: $539,558,246

$539.6M Total SMA
Public Funds:
38.9%
Equity - Exchange:
10.5%
Cash:
35.8%
Equity - OTC:
14.8%
Asset class Assets Assets %
Public Funds $3,227,380,419 38.9%
Equity - Exchange $871,143,815 10.5%
Cash $2,970,185,578 35.8%
Equity - OTC $1,227,897,949 14.8%
Total $8,296,607,761 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
UNISON CREST FRONTIER HARBOR QUANTUM YXJTOEVMC PQD 12.58% $29,540,080
EMBER ALPHA HORIZON SIGNAL CBCXHXZTK XERK 10.55% $100,906,342
RADIAL UNISON NORTH INSIGHT ALPHA 4K946PTVR TSXQ 10.43% $91,541,508
ATLAS LEGACY VALUE HARBOR PIONEER S1IB616RY XAC 9.19% $90,673,001
LEGACY BEACON MATRIX LEGACY EF8ODOMD5 FBEGG 10.82% $116,656,426
BEACON HARBOR VITAL HARBOR CREST P8JHHPCNI LEHMX 1.51% $29,334,060
FOCUS MATRIX SIGNAL ALPHA VECTOR CX3ZRHEEA RZE 6.44% $46,311,868
CREST CREST LEGACY WAVE TIMBER 3T7F3WJYP WQO 6.61% $45,367,474

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