Dynamic Market Advantage, LLC

Dynamic Market Advantage, LLC is a registered investment advisor established in July 2017 and based in Louisville, KY. The firm is owned and operated by Stephen R. Gibson, CPA, and Beau J. Handy, CFP, CFS. DMA primarily offers investment advisory services to other registered investment advisors, acting as a fiduciary with a duty of loyalty, fairness, and good faith towards clients. The firm provides customized investment solutions through continuous client interaction, discretionary investment management, and related advisory services. Investment strategies focus on long-term goals, utilizing low-cost, diversified mutual funds, ETFs, individual stocks, bonds, or options contracts. DMA may recommend reallocating investments, sector weightings, or cash positions based on client needs or market conditions. The firm manages $288,840,789 in assets under management as of December 31, 2024, on a discretionary basis. Fees for advisory services range from 0.30% to 0.80% annually, based on factors like service scope, asset levels, and client relationships, with fees paid quarterly in advance. DMA does not participate in wrap fee programs and does not receive compensation for securities transactions in client accounts. The firm does not charge performance-based fees and primarily uses fundamental and technical analysis methods in investment strategies. Clients are encouraged to read the firm's Privacy Policy for information on data protection and sharing practices.