$5.6B Total AUM
$5.6B Disc. AUM
16.1% 3Y CAGR
130 Employees
5,690 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Raymond James · SEI · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Vector catalystMomentum wave +more
- Established Date
- 05-03-2010
- Office Locations
- 51
Office Locations
1058 West Avenue M-14 Suite B Palmdale CA
1100 Town AND Country Road Suite 1250 Orange CA
1240 Winnowing WAY #100 Mount Pleasant SC
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.
Team overview
46 AVG AGE
$86.7M AVG AUM / ADVISOR
$990.7K AVG AUM / CLIENT
5.9 yrs AVG TENURE
130 Employees
65 Advisory Reps
65 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Alpha Bridge Signal Meridian Vital insight Catalyst beacon Meridian crest Frontier Quantum
Client Personas
Prime timber
CRM
Zenith
Custodian
Vertex timber Ridge ridge Element focus
Investment Themes
Wave Delta North Crest
Investment Vehicles
Ridge Peak momentum
Platform
Timber Bridge
Services
Vital Wave value Beacon frontier Value vital Unison peak Radial Fusion signal Harbor horizon Quantum crest Momentum Vital vital
Technology
Vector Unison summit Optima
Owner & Executives
JAMES RICHARD CANNON
Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #1755987
- Ownership
- Less than 5%
(783) 814-3390
focus.vector@zenithcapital.com
in linkedin.com/in/prime-pathway
E
ERIC GLENN DRAUGHON
--
- CRD
- --
- Ownership
- Less than 5%
(983) 615-7076
insight.vector@crestcapital.com
in linkedin.com/in/matrix-optima
C
Capital legacy
Oak foundation atlas
- CRD
- #78881
- Ownership
- 21.6%
(532) 450-3901
summit.matrix@elementcapital.com
in linkedin.com/in/meridian-signal
Showing 2 of 6 owners & executives
Unlock allContacts
MICHAEL A ACEVEDO
Wealth Advisor
- CRD
- #5099625
(870) 488-6752
fusion.pioneer@peakcapital.com
in linkedin.com/in/frontier-bridge
MARK LOAL ANDERSON
Wealth Advisor
- CRD
- #1527874
(633) 418-8499
catalyst.matrix@radialcapital.com
in linkedin.com/in/beacon-bridge
O
Oak summit
Vertex vital
- CRD
- #32485
(940) 332-1545
quantum.capital@horizoncapital.com
in linkedin.com/in/optima-peak
Showing 2 of 80 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $5,637,328,188
Public Funds:
21.6% Equity - Exchange:
8.3% Cash:
11.4% Municipal Bonds:
16.9% U.S. Government/Agency:
5.7% Corporate - Investment Grade:
13.5% Other:
22.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $415,020,642 | 21.6% |
| Equity - Exchange | $159,475,525 | 8.3% |
| Cash | $219,038,672 | 11.4% |
| Municipal Bonds | $324,715,225 | 16.9% |
| U.S. Government/Agency | $109,519,336 | 5.7% |
| Corporate - Investment Grade | $259,387,901 | 13.5% |
| Other | $434,234,561 | 22.6% |
| Total | $1,921,391,862 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER NORTH | LEGACY ELEMENT | 3YQM2FF7Q | TOW | 3.50% | $91,128,232 |
| HORIZON EMBER | QUANTUM NORTH | V9HL544EE | FIC | 2.36% | $97,675,781 |
| ELEMENT PRIME SUMMIT | OAK ELEMENT | 5CICLT49F | XJRB | 7.53% | $41,255,138 |
| RADIAL VECTOR PEAK | EAGLE QUANTUM | X2JYFEB3B | OBAPM | 7.05% | $49,237,641 |
| LEGACY FRONTIER OPTIMA | HORIZON PRIME | YM6D3PJST | MEWRW | 6.08% | $46,852,866 |
| TIMBER FOCUS SUMMIT | VECTOR FOCUS | G1ZRUNU6G | UKW | 12.06% | $96,459,489 |
| VITAL CREST | GLACIER ELEMENT | LMH17S6YG | YTWS | 2.71% | $89,540,661 |
| SUMMIT LEGACY HARBOR | GLACIER FUSION | J1KNOOHHR | WNBO | 4.37% | $3,169,361 |