SourcingSourcing

DYNAMIC FINANCIAL GROUP, LLC

C33
CRD 288763·SEC 801-111021·CEDAR FALLS, IA
AUM
$539.6M
$500M-$1B
Est. Revenue
$5.4M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$12.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DYNAMIC FINANCIAL GROUP, LLC
CRD
288763
SEC file #
801-111021
EIN
—
DBA names
Dynamic Financial Group

Economics

AUM
$539.6M
AUM band
$500M-$1B
AUM trajectory
'20'26
$230.3M → $539.6M▲ +134%
Client mix
Individuals Other697
Individuals High Net Worth165
Corporations4

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
CEDAR FALLS IA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
02/18/2026
ADV-W filed at
—
Website
dynamicfinancial.net

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
YODER, DARREN, PAUL
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
YODER, DARREN, PAUL
SCHMIDT, CALEB, MICHAEL
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
DYNAMICFINANCIAL.NET
Rdap Domain Creation Date
2017-05-12T01:15:58Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
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

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3062
Soi Zip Pct 200k Plus
0.0837
Soi Zip Returns 200k Plus
1,550
Soi Zip Total AGI
1,868,451
Fdic Zip Total Deposits
19,027,985,000
Fdic Zip Branch Count
474
Fdic Zip Top Banks
U.S. Bank National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Fidelity4
E*trade4
Fdic Zip Branches Raw
Mercantile Bank of Northern IowaCedar Falls, IA
Mercantile Bank of Northern IowaCedar Falls, IA
Fdic Zip HHI
807.11
Fdic Zip Top Bank Share Pct
15.88
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-12T01:15:58Z
Rdap Domain Last Changed
2025-05-12T16:18:52Z
Rdap Nameservers
Ns07.domaincontrol.comNs08.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI55,842
Returns4,350
Stub 2
AGI144,524
Returns3,890
Stub 3
AGI161,654
Returns2,620
Soi Zip Total Business Income
48,659
Soi Zip Total Cap Gains
112,212
Soi Zip Total Dividends
43,410
Soi Zip Total Returns
18,520
Top Owner CRD
4456869
Trust Company Affiliate
No

People (3)

3
YODER, DARREN, PAUL
IAR · Direct Owner · 62.5%
4456869
SCHMIDT, CALEB, MICHAEL
IAR · Direct Owner · 37.5%
5970498
Luke Donald Merfeld
IAR
7490074