Dynamic Advisor Solutions LLC
● SEC registered since 2011CRD 151367SEC# 801-72203Phoenix, AZ
Reg. AUM
$5.64B
Employees
130
Accounts
15,179
Location
Phoenix, AZ
Dynamic Advisor Solutions LLC assets under management
Dynamic Advisor Solutions LLC is a registered investment adviser overseen by the SEC based in Phoenix, AZ. The firm has been registered since 2011. It reports $5.6 billion in regulatory assets under management and employs 130 people.
Dynamic Advisor Solutions LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cherie Jean Jolly Control | Chief Compliance Officer | Under 5% | 2016 |
| Dwa Management LLC Control | Manager Of Dynamic Advisor Solutions | Over 75% | 2014 |
| Eric Glenn Draughon Control | Chief Service Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Dynamic Advisor Solutions LLC manage?
Dynamic Advisor Solutions LLC reports $5.6 billion in regulatory assets under management on its Form ADV.
How many employees does Dynamic Advisor Solutions LLC have?
Dynamic Advisor Solutions LLC reports 130 employees.
Where is Dynamic Advisor Solutions LLC located?
Dynamic Advisor Solutions LLC is based in Phoenix, AZ and has been SEC-registered since 2011.
Does Dynamic Advisor Solutions LLC disclose fund performance?
Dynamic Advisor Solutions LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2415 East Camelback Road, Suite 700, Phoenix, AZ 85016 |
| Phone | (877) 257-3840 |
| Fax | 480-718-8778 |
| Office hours | 8:00 a.m. To 5:00p.m. Mst |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$5.64B▲ 17%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
EmployeesTop 6%
More than 94% of 16,825 advisers
Assets under management
$5.64Bregulatory AUM
Discretionary $5.6BNon-discretionary $38.8M