SourcingSourcing

DUBIN CLARK & COMPANY, INC

C30
CRD 282733·SEC 801-107768·JACKSONVILLE BEACH, FL
AUM
$425.2M
$100M-$500M
Est. Revenue
$4.3M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DUBIN CLARK & COMPANY, INC
CRD
282733
SEC file #
801-107768
EIN
—
DBA names
Dynamic Core Capital Partners

Economics

AUM
$425.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$281.4M → $425.2M▲ +51%
Client mix
Pooled Investment Vehicles24

Operations

Employees (total)
17
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'20'26
10 advisors → 12 advisors▲ +20%
Primary office
JACKSONVILLE BEACH FL
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
dynamiccorecapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CARACCIOLO, THOMAS, JOSEPH
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
CARACCIOLO, THOMAS, JOSEPH
HOMPESCH, MICHAEL, PAUL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
DYNAMICCORECAPITAL.COM
Rdap Domain Creation Date
2025-11-02T15:29:56Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Wells Fargo4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-02T15:29:56Z
Rdap Domain Last Changed
2025-11-19T16:07:50Z
Rdap Nameservers
Ns05.domaincontrol.comNs06.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
6640178
Trust Company Affiliate
No

People (5)

5
CARACCIOLO, THOMAS, JOSEPH
Direct Owner · 37.5%
6640178
HOMPESCH, MICHAEL, PAUL
Direct Owner · 37.5%
6640180
PARIS, BRENT, LEE
Direct Owner · 37.5%
6640179
Chinetti, Mark, Patrick
Executive Officer · 2.5%
8066781
CUMMINGS, MICHELLE, MARIE
Executive Officer · 2.5%
6640183