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Dynacapital Advisors, Inc. (San Francisco)


Dynacapital Advisors, Inc. is a large advisory firm based in San Francisco. It manages $30 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001.

Dynacapital Advisors provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Dynacapital Advisors: assets under management

The assets under management (AUM) of Dynacapital Advisors, Inc. is $30 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $30 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $15 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Dynacapital Advisors, Inc. for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Cti International Beneficial owner 1 Nov 1998 50% - 75% foreign

Based in San Francisco

The principal office where Dynacapital Advisors, Inc. performs its advisory services is located at 600 Montgomery Street, 35 Th Fl., San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-399-2590 or by fax 415-989-0097. The normal business hours are 5:00 a.m. - 4:00 p.m. on Monday - Friday.


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