RIA Intel›Advisers›Indiana›DYNAMIC LEGACY PLANNING LLC

DYNAMIC LEGACY PLANNING LLC

Advisory

GREENFIELD, IN

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in IN

#224

of 270 advisers by AUM

Average account

$353K

across 255 accounts

AUM per adviser

$90M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$90M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$90M

Discretionary AUM$90M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients185

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

185 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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