Dynamique Capital Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Dynamique Capital Advisors is a small registered investment adviser that primarily serves high-net-worth individuals and plan sponsors, providing discretionary portfolio management, qualified retirement plan consulting, and financial planning. The firm reported managing roughly $25 million for about ten client relationships and offers customized investment and planning services tailored to each client's objectives.
The firm's investment approach emphasizes tactical asset allocation with the use of fundamental, technical, cyclical and event‑driven analysis, and it may deploy a broad set of instruments including public securities, derivatives and interests in private ventures. Dynamique also accepts performance‑based compensation arrangements for qualifying clients and may manage higher‑risk securities when appropriate for a client’s profile.
Dynamique is distinguished by its cross‑disciplinary structure and senior team credentials: the founder is a licensed attorney with advanced law and business degrees and a certified restructuring designation, and the firm operates affiliated entities including an insurance agency and a holding company with a broker‑dealer application pending. Those affiliations, together with the firm’s small, HNW‑focused client base and willingness to use performance‑based arrangements, set it apart from most supported peers.
Client services
Expertise
Occupation focus
Fee options
maximum 2.0% annually
Up to $900 per hour, negotiated and agreed upon in advance.
20% of gains exceeding an 8% hurdle rate (net of expenses including the 2.0% management fee), subject to a high water mark, calculated annually and payable with the fourth quarter management fee.
Main office
See officeSan Diego CA
Advisors at this office
1
Offices (3)
Most active in
California · Texas
Also doing business as
Dynamique Capital Advisors · Dynamique Capital Advisors, LLC · Erceg, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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 Series 63, 65, and 66 licenses and previously 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 for Dover College and is a non-executive member of the board of directors for Guinea Plc. Dynamique Capital Advisors primarily serves high-net-worth individuals and plan sponsors, offering discretionary portfolio management, qualified retirement plan consulting, and financial planning. The firm employs a tactical asset allocation approach using fundamental, technical, cyclical, and event-driven analysis, and manages approximately $25 million across about ten client relationships.
Luka E
Series 63, Series 65
San Diego, CA
Dynamique Capital Advisors
Luka Erceg is a financial advisor at Dynamique Capital Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has a background in consulting on turnaround and restructuring matters through his firm, Erceg Partners, LLC. Erceg is also a licensed attorney who occasionally provides pro bono legal services for non-profit organizations. Dynamique Capital Advisors serves primarily high-net-worth individuals and plan sponsors, offering discretionary portfolio management, retirement plan consulting, and financial planning. The firm employs a tactical asset allocation strategy using fundamental, technical, cyclical, and event-driven analysis across a wide range of investment instruments.
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.
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