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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Raymond James · SEI · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-03-2010
- Office Locations
- 50
Office Locations
About Dynamic
Dynamic Advisor Solutions (DYNAMIC) supports breakaway and independent advisors transitioning from wirehouses, broker-dealers, or other RIAs with operational infrastructure, scalable systems, and TAMP support so they can run a fee-based, client-first practice with flexibility in technology, custodians, and investment options (including ETFs). Multi-custodial access includes Schwab and Fidelity.
Reported data analysis
What the numbers show
Between October 13, 2025 and August 17, 2026, reported AUM increased 5.5%, from $5.3B to $5.6B.
Across 5 reported observations, AUM increased 70.6% between November 8, 2022 and August 17, 2026, from $3.3B to $5.6B.
Of the latest reported AUM, 99.3% is discretionary and 0.7% is non-discretionary.
The firm reports 65 advisory representatives and 5,690 clients, or 87.5 clients per representative. That equates to $990.7K in reported AUM per client.
The profile lists 50 reported office locations and 16 years in operation. The source data was last updated on August 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Dynamic record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JAMES RICHARD CANNON
Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #1755987
- Ownership
- Less than 5%
ERIC GLENN DRAUGHON
--
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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MICHAEL A ACEVEDO
Wealth Advisor
- CRD
- #5099625
MARK LOAL ANDERSON
Wealth Advisor
- CRD
- #1527874
Showing 2 of 79 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,598,525,364 | $370,911 |
| Non-Discretionary | $38,802,824 | $456,504 |
| Total | $5,637,328,188 | $371,390 |
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Separately Managed Accounts
SMA allocation detail is available
Dynamic has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Dynamic's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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