Dynamic Market Advantage provides portfolio management for individuals and small businesses and portfolio management for institutions.
Dynamic Market Advantage reports 2 other investment advisers. Of its assets, 100.0% ($362M across 1,302 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Other investment advisers | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Other investment advisers | 2 | $362M | 100.0% | $181M |
| Total | 2 | $362M | 100% | $181M |
- Clients
- 2
- Regulatory AUM
- $362M
- AUM share
- 100.0%
- Avg. per client
- $181M
Total
- Clients
- 2
- Regulatory AUM
- $362M
- AUM share
- 100%
- Avg. per client
- $181M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Dynamic Market Advantage is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Beau Handy owns 50% to 75% of Dynamic Market Advantage. The leadership team of Dynamic Market Advantage includes Chief Compliance Officer Beau Handy. It has 4 employees, 3 of them in advisory roles.
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 broker-dealer rep
- 1 insurance agent
- Owns 50% to 75% of Dynamic Market Advantage, LLC
Beau Handy
Control person · since September 2022
- Owns 25% to 50% of Dynamic Market Advantage, LLC
Stephen Gibson
Control person · since September 2022
- Owns 5% to 10% of Dynamic Market Advantage, LLC
John Steinbock
Control person · since September 2022
Dynamic Market Advantage’s regulatory assets grew 1.8× from $201M (March 2023) to $362M (February 2026); clients rose from 1 to 2 and employees from 2 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $362M | 2 | 4 | 1 |
| Mar 2025March 2025 | $289M | 2 | 4 | 1 |
| Mar 2024March 2024 | $244M | 2 | 4 | 1 |
| Mar 2023March 2023 | $201M | 1 | 2 | 1 |
Besides its headquarters, Dynamic Market Advantage has 0 offices, with 1 listed address in 1 state.
Kentucky · 1 listed address
- 2020 High Wickham Place, Suite 200, LouisvilleHQ
Contact and registration details
- Legal name
- Dynamic Market Advantage, LLC
- Headquarters
- 2020 High Wickham Place, Suite 200, Louisville, KY 40245
- Website
- Not reported
- Phone
- 502-813-2100
- SEC file
- 801-126816
- Structure
- Kentucky LLC
- Fiscal year end
- December
Dynamic Market Advantage’s named custodian for separately managed accounts is Charles Schwab ($362M). Dynamic Market Advantage does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $362M100%
At year end, Dynamic Market Advantage’s separately managed accounts were mostly in stocks (98%).
What the accounts hold
- Stocks98%
- Funds1%
- Cash1%
How many clients does Dynamic Market Advantage have?
Dynamic Market Advantage has 2 clients and manages $362 million for them, as of February 2026. They include 2 other investment advisers.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 February 2026
What services does Dynamic Market Advantage offer?
Dynamic Market Advantage 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
Which custodians does Dynamic Market Advantage use?
Dynamic Market Advantage’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $362M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 February 2026
How many financial advisors does Dynamic Market Advantage have?
Dynamic Market Advantage has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Dynamic Market Advantage invest in?
At the end of its last fiscal year, Dynamic Market Advantage’s separately managed accounts held 98% exchange-traded equities, 1% registered funds (mutual funds, ETFs, BDCs) and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Dynamic Market Advantage?
Dynamic Market Advantage’s direct owners are Beau Handy (50% to 75%), John Steinbock (5% to 10%) and Stephen Gibson (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 12 February 2026
How does Dynamic Market Advantage get paid?
Dynamic Market Advantage 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 Market Advantage?
Dynamic Market Advantage’s main office is at 2020 High Wickham Place, Suite 200, Louisville, KY 40245. Its phone number is 502-813-2100.
