RIA Intel›Advisers›Florida›DUNAMIS CAPITAL CONSULTING, LLC

DUNAMIS CAPITAL CONSULTING, LLC

Advisory

WELLINGTON, FL

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in FL
#2,006
of 2,610 advisers by AUM
Average account
$81K
across 239 accounts
AUM per adviser
$19M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM
$19M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$19M
Discretionary AUM$19M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients192
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

BLACK DIAMOND WEALTH MANAGEMENT, INC.
TAMPA, FL
$19M
HORIZON WEALTH GROUP, LLC
WINTER PARK, FL
$19M
POTOMAC ADVISORS, INC.
$19M
+14.3% 1Y
STAMFORD BRIDGE WEALTH MANAGEMENT LLC
$19M
HERITAGE FINANCIAL ADVISORY, LLC
JACKSONVILLE, FL
$19M
VALUENGINE CAPITAL MANAGEMENT LLC
MELBOURNE, FL
$19M

Get the full picture on DUNAMIS CAPITAL CONSULTING, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track DUNAMIS CAPITAL CONSULTING, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans