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Dynamique Capital Advisors

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Client assets under management

$25,200,000

Clients

10

100% high-net worth

Advisors

3

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

3

Very Low

Average account size

$2,520,000

About

Dynamique Capital Advisors serves primarily high‑net‑worth individuals and institutional clients such as pension and profit‑sharing plans, offering discretionary portfolio management, qualified retirement plan consulting, and tailored financial planning. The firm typically manages a small number of client relationships and reports roughly $25 million in discretionary assets under management.

The firm’s investment approach is centered on a tactical allocation strategy intended to manage risk and seek improved performance, using a mix of fundamental, technical, cyclical and event‑driven analysis. Portfolios may include a broad set of instruments—exchange‑listed and OTC securities, mutual funds, options, futures, and interests in real‑asset and private ventures—and the advisor may recommend tactical reallocations or cash positions as hedges.

What distinguishes this firm from many peers is its mix of regulatory and business affiliations and fee arrangements: the firm maintains affiliated broker‑dealer and insurance entities (with related registration activity disclosed) and its representatives are licensed to sell insurance and may act in broker capacities, and the adviser will, under written agreements with qualified clients, accept performance‑based compensation subject to hurdle and high‑water‑mark provisions. These relationships and the acceptance of performance fees create potential conflicts of interest that the firm discloses and addresses through its policies, code of ethics, and suitability and trading procedures.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Fee options

Percentage

2.0% annually

Commissions

Commissions on securities and insurance products through affiliated broker-dealer and insurance agency

Project-based

Up to $900 per hour, negotiated in advance

Performance-based

20% of gains exceeding 8% hurdle rate annually, subject to high water mark

Main office location

Dynamique Capital Advisors

San Diego CA, United States

Number of offices

3

Most active in

California · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Chukwuemeka U

Series 63, Series 65, Series 66

Spring, TX

Dynamique Capital Advisors

Chukwuemeka Uzoukwu is a financial advisor at Dynamique Capital Advisors with 12 years of industry experience. He holds the Series 63, 65, and 66 licenses. Prior to joining Dynamique Capital Advisors, he worked at NYLIFE Securities LLC and New York Life. Outside of his advisory role, Uzoukwu serves as a non-compensated member of the Board of Governors at Dover College and as a non-executive director of Guinea PLC. Dynamique Capital Advisors primarily serves high-net-worth individuals and institutional clients, offering discretionary portfolio management, qualified retirement plan consulting, and tailored financial planning. The firm employs a tactical allocation strategy using fundamental, technical, cyclical, and event-driven analysis across a broad set of investment instruments.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k)
user avatar

Luka E

Series 63, Series 65

San Diego, CA

Dynamique Capital Advisors

Luka Erceg is a financial advisor at Dynamique Capital Advisors with over five years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including Kingswood Capital Partners and Dynamique Securities. Outside of his advisory work, he is the managing director of Erceg Partners, LLC, providing consulting services in turnaround, restructuring, and board advisory. He is also a licensed attorney who occasionally takes pro bono cases for nonprofits. Dynamique Capital Advisors serves primarily high-net-worth individuals and institutional clients, offering discretionary portfolio management, retirement plan consulting, and tailored financial planning. The firm employs a tactical allocation strategy that integrates fundamental, technical, cyclical, and event-driven analysis across a diverse range of investment instruments.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k)
user avatar

Nela E

Series 65

San Diego, CA

Dynamique Capital Advisors

Nela Erceg Bogavac is a financial advisor at Dynamique Capital Advisors with five years of industry experience. She holds a Series 65 designation and previously worked at Vojvodjanska Banka AD Novi Sad for 19 years. Dynamique Capital Advisors serves primarily high-net-worth individuals and institutional clients, offering discretionary portfolio management, qualified retirement plan consulting, and tailored financial planning. The firm employs a tactical allocation strategy incorporating fundamental, technical, cyclical, and event-driven analysis across a broad range of instruments.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k)
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