$19.4M Total AUM
$12.7M Disc. AUM
-- 3Y CAGR
3 Employees
79 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · John Hancock · Nationwide
- Clients
- Retail and Institutional
- Platforms
- NorthPrime
- Established Date
- 06-15-2017
- Office Locations
- 2
Office Locations
-- Lewistown PA
-- Worthington OH
About Dynasty Financial Planners
Dynasty Family Office is a Worthington, OH investment adviser providing financial planning, tax planning, insurance, and portfolio construction for business owners, entrepreneurs, and retirees. Portfolios lean heavily on ETFs alongside public and private funds, with experience in annuities and real-estate tax-advantaged strategies (incl. 1031 exchanges). Custodies with Charles Schwab and supports held-away assets via Pontera.
Team overview
-- AVG AGE
$9.7M AVG AUM / ADVISOR
$245.1K AVG AUM / CLIENT
4.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Vertex prime Focus timber
Client Personas
Unison unison Timber Alpha
Custodian
Timber Vital prime Crest
Investment Themes
North Pioneer frontier Matrix bridge
Investment Vehicles
Meridian pathway Value focus
Services
Horizon eagle Oak capital Oak Element atlas Capital Focus glacier Momentum north
Technology
Ridge pioneer Wave eagle
Owner & Executives
M
MOLLY MAE GRUBB
Chief Compliance Officer, Founder, Managing Member
- CRD
- #5647291
- Ownership
- 75% or more
(276) 381-9098
focus.north@atlascapital.com
in linkedin.com/in/focus-signal
Showing 1 of 1 owners & executives
Unlock allContacts
J
Jonathan Edward Messimer
--
- CRD
- #6713948
(319) 751-4750
unison.ember@foundationcapital.com
in linkedin.com/in/foundation-peak
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,711,234 | -- |
| Non-Discretionary | $6,650,466 | -- |
| Total | $19,361,700 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,361,700
Public Funds:
24.2% Equity - Exchange:
22.0% Private Funds:
13.2% Other:
23.0% Cash:
7.6% Derivatives:
10.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $163,930,576 | 24.2% |
| Equity - Exchange | $149,027,797 | 22.0% |
| Private Funds | $89,416,678 | 13.2% |
| Other | $155,801,787 | 23.0% |
| Cash | $51,482,330 | 7.6% |
| Derivatives | $67,739,907 | 10.0% |
| Total | $677,399,075 | 100.0% |