Dynamic

Overview

Dynamic is an SEC registered investment adviser based in Phoenix, AZ, registered since 2011. It reports $5.6B in assets under management across 15,179 accounts, with 130 employees. It has 77 investment adviser representatives.

Reported AUM

$5.6B

Discretionary

99%

Accounts

15,179

Average account

$371K

Employees

130

Advisory reps

77

Registered since

2011

Jurisdictions

44

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Periodicals or Newsletters
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Executive officers 3 of 6

• James Richard Cannon Chief Executive Officer, Chief Compliance Officer CRD 1755987
• Cherie Jean Jolly Chief Compliance Officer CRD 1980521
• Eric Glenn Draughon Chief Service Officer CRD 4259712

3 more executive officers, with direct contact details

Advisory reps 3 of 77

• Michael A Acevedo Investment Adviser Rep CRD 5099625
• Mark Loal Anderson Investment Adviser Rep CRD 1527874
• Vincent James Asaro Investment Adviser Rep CRD 703486

74 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2415 E Camelback Rd Ste 700
Phoenix, AZ 85016

County

Maricopa

Metro area

Phoenix-Mesa-Chandler, AZ

Region

West

Registrations

• SEC registered
• Registered in 44 jurisdictions
• Website: seagrovewealthpartners.com

Every state, with registration dates

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