Dynamic Trading Management provides portfolio management for individuals and small businesses and portfolio management for institutions.
Dynamic Trading Management reports 82 clients. They include 40 high-net-worth individuals, 39 individual clients, and 2 pension and profit-sharing plans. Of its assets, 63.7% ($74.2M across 139 accounts) are managed with discretion; $42.4M across 1 account is not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 48% | 10% |
| High-net-worth individuals | 49% | 51% |
| Pension and profit-sharing plans | 2% | 38% |
| 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) | 39 | $12.2M | 10.4% | $312K |
| High-net-worth individuals | 40 | $59.1M | 50.7% | $1.48M |
| Pension and profit-sharing plans | Fewer than 5 | $44.6M | 38.3% | $22.3M |
| Corporations and other businesses | Fewer than 5 | $751K | 0.6% | $751K |
| Total | 82 | $117M | 100% | — |
- Clients
- 39
- Regulatory AUM
- $12.2M
- AUM share
- 10.4%
- Avg. per client
- $312K
- Clients
- 40
- Regulatory AUM
- $59.1M
- AUM share
- 50.7%
- Avg. per client
- $1.48M
- Clients
- Fewer than 5
- Regulatory AUM
- $44.6M
- AUM share
- 38.3%
- Avg. per client
- $22.3M
- Clients
- Fewer than 5
- Regulatory AUM
- $751K
- AUM share
- 0.6%
- Avg. per client
- $751K
Total
- Clients
- 82
- Regulatory AUM
- $117M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Dynamic Trading Management charges 1.70%–3.00% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 3.00% |
| $500K–$1M | 2.20% |
| $1M–$2M | 1.90% |
| $2M and above | 1.70% |
Fee details and sources
Timothy Bradley owns 75% or more of Dynamic Trading Management. The leadership team of Dynamic Trading Management includes President Timothy Bradley. It has 3 employees, 1 of them in advisory roles.
Leadership
- Timothy BradleyManaging Member/President/Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 1 in advisory functions
- 1 state-registered rep
- 1 broker-dealer rep
- 1 insurance agent
- Owns 75% or more of Dynamic Trading Management, LLC.
Timothy Bradley
Control person · since November 2006
Dynamic Trading Management’s regulatory assets grew 3.4× from $34.8M (March 2021) to $117M (March 2026); clients rose from 73 to 82 and employees from 1 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $117M | 82 | 3 | 1 |
| July 2025 | $103M | 82 | 3 | 1 |
| March 2024 | $53.2M | 77 | 2 | 1 |
| April 2023 | $49M | 102 | 2 | 1 |
| March 2022 | $48.2M | 72 | 1 | 1 |
| March 2021 | $34.8M | 73 | 1 | 1 |
Besides its headquarters, Dynamic Trading Management has 0 offices, with 1 listed address in New York.
New York · 1 listed address
- 245 Main Street 4th Floor, White PlainsHQ
Contact and registration details
- Legal name
- Dynamic Trading Management, LLC.
- Headquarters
- 245 Main Street 4th Floor, White Plains, NY 10601
- Website
- Not reported
- Phone
- 914-220-9404
- SEC file
- 801-67375
- Structure
- New York LLC
- Fiscal year end
- December
Dynamic Trading Management uses Interactive Brokers ($74.2M, 64%) and Fidelity ($42.4M, 36%) as custodians for its separately managed accounts. Dynamic Trading Management does not have custody of client assets.
- Interactive BrokersInteractive Brokers LLC · Greenwich, CT · $74.2M64%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $42.4M36%
At year end, Dynamic Trading Management’s separately managed accounts were mostly in stocks (77%) and cash (23%).
What the accounts hold
- Stocks77%
- Cash23%
How many clients does Dynamic Trading Management have?
Dynamic Trading Management has 82 clients and manages $117 million for them, as of March 2026. They include 40 high-net-worth individuals, 39 individual clients, and 2 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 March 2026
What services does Dynamic Trading Management offer?
Dynamic Trading Management 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 Trading Management charge?
Dynamic Trading Management charges 1.70%–3.00% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance.
Which custodians does Dynamic Trading Management use?
Dynamic Trading Management’s separately managed account assets are held at Interactive Brokers LLC (Greenwich, CT), with $74.2M and Fidelity Brokerage Services LLC (Smithfield, RI), with $42.4M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 March 2026
How many financial advisors does Dynamic Trading Management have?
Dynamic Trading Management has 1 investment adviser representative registered with state securities authorities, out of 3 employees, and 1 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 Trading Management invest in?
At the end of its last fiscal year, Dynamic Trading Management’s separately managed accounts held 77% exchange-traded equities and 23% 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 Trading Management?
Dynamic Trading Management’s direct owner is Timothy Bradley (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 16 March 2026
How does Dynamic Trading Management get paid?
Dynamic Trading Management 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 Trading Management?
Dynamic Trading Management’s main office is at 245 Main Street 4th Floor, White Plains, NY 10601. Its phone number is 914-220-9404.