Dynamic Financial Group provides portfolio management for individuals and small businesses and portfolio management for institutions.
Dynamic Financial Group reports 866 clients. They include 697 individual clients, 165 high-net-worth individuals, and 4 corporations and other businesses. Of its assets, 100.0% ($540M across 2,490 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 80% | 42% |
| High-net-worth individuals | 19% | 58% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 697 | $225M | 41.7% | $323K |
| High-net-worth individuals | 165 | $313M | 58.1% | $1.9M |
| Corporations and other businesses | Fewer than 5 | $1.14M | 0.2% | $284K |
| Total | 866 | $540M | 100% | — |
- Clients
- 697
- Regulatory AUM
- $225M
- AUM share
- 41.7%
- Avg. per client
- $323K
- Clients
- 165
- Regulatory AUM
- $313M
- AUM share
- 58.1%
- Avg. per client
- $1.9M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.14M
- AUM share
- 0.2%
- Avg. per client
- $284K
Total
- Clients
- 866
- Regulatory AUM
- $540M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Dynamic Financial Group charges up to 2.00% a year for its Comprehensive Portfolio Management. The fee is billed in advance and is negotiable.
Fee details and sources
Darren Yoder owns 50% to 75% of Dynamic Financial Group. The leadership team of Dynamic Financial Group includes Chief Compliance Officer Darren Yoder. It has 3 employees.
Leadership
- Darren YoderManaging Member & Chief Compliance Officer
- Caleb SchmidtPrincipal and Investment Adviser Representative
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Luke Donald Merfeld
- Caleb Michael Schmidt
- Darren Paul Yoder
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 broker-dealer rep
- 2 insurance agents
- Owns 50% to 75% of Dynamic Financial Group, LLC
Darren Yoder
Control person · since August 2017
- Owns 25% to 50% of Dynamic Financial Group, LLC
Caleb Schmidt
Control person · since July 2022
Dynamic Financial Group’s regulatory assets grew 1.6× from $332M (February 2021) to $540M (February 2026); clients were 866 in both filings and employees fell from 6 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $540M | 866 | 3 | 1 |
| January 2025 | $474M | 897 | 4 | 1 |
| January 2024 | $416M | 897 | 4 | 1 |
| February 2023 | $359M | 882 | 6 | 1 |
| July 2022 | $378M | 866 | 6 | 1 |
| February 2021 | $332M | 839 | 6 | 1 |
Besides its headquarters, Dynamic Financial Group has 0 offices, with 1 listed address in Iowa.
Iowa · 1 listed address
- 4615 Chadwick RD, Suite 1, Cedar FallsHQ
Contact and registration details
- Legal name
- Dynamic Financial Group, LLC
- Headquarters
- 4615 Chadwick RD, Suite 1, Cedar Falls, IA 50613
- Website
- dynamicfinancial.net
- Phone
- 319-277-2727
- SEC file
- 801-111021
- Structure
- Iowa LLC
- Fiscal year end
- December
Dynamic Financial Group uses Fidelity ($540M) as custodian for its separately managed accounts. Dynamic Financial Group has custody of $197M in client assets for 345 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $540M100%
At year end, Dynamic Financial Group’s separately managed accounts were mostly in funds (89%). Its reported 13F holdings for the quarter ended 30 June 2026 total $132M across 76 positions; the largest are iShares TR (30.8%), Janus Detroit Str TR (16.3%) and Deere & CO (8.8%).
What the accounts hold
- Stocks7%
- Exchange-traded equities6%
- Non-exchange-traded equities1%
- Funds89%
- Cash4%
Reported 13F holdings
- $132M
- Reported 13F value
- 76
- Positions
- 73.4%
- In the 10 largest
- +8.3%
- Value vs. prior quarter
- iShares TR · 0-3 Mth Treasury30.8%
- Janus Detroit Str TR · Hendrson Aaa CL16.3%
- Deere & CO8.8%
- iShares TR · Rus 1000 Grw ETF5.4%
- Verizon Communications Inc.2.7%
- iShares TR · Rus 1000 Val ETF2.3%
- SPDR Series Trust · ST Str Sp600grwo2.0%
- iShares TR · Core MSCI Eafe2.0%
- EA Series Trust · Alpha Arch 1-31.9%
- iShares TR · Rus MD CP GR ETF1.3%
Together, the ten largest are 73.4% of reported value.
How many clients does Dynamic Financial Group have?
Dynamic Financial Group has 866 clients and manages $540 million for them, as of February 2026. They include 697 individual clients, 165 high-net-worth individuals, and 4 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 February 2026
What services does Dynamic Financial Group offer?
Dynamic Financial Group provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Dynamic Financial Group charge?
Dynamic Financial Group charges up to 2.00% a year for its Comprehensive Portfolio Management. The fee is billed in advance and is negotiable.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 18 February 2026
Which custodians does Dynamic Financial Group use?
Dynamic Financial Group’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $540M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 February 2026
How many financial advisors does Dynamic Financial Group have?
Dynamic Financial Group has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Dynamic Financial Group invest in?
At the end of its last fiscal year, Dynamic Financial Group’s separately managed accounts held 89% registered funds (mutual funds, ETFs, BDCs), 6% exchange-traded equities, 4% cash and equivalents and 1% non-exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Dynamic Financial Group?
Dynamic Financial Group’s direct owners are Darren Yoder (50% to 75%) and Caleb Schmidt (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 18 February 2026
How does Dynamic Financial Group get paid?
Dynamic Financial Group is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Dynamic Financial Group?
Dynamic Financial Group’s main office is at 4615 Chadwick RD, Suite 1, Cedar Falls, IA 50613. Its phone number is 319-277-2727. Its website is dynamicfinancial.net.