A complete list of active advisors currently associated with Family Dynasty Advisors LLC

Warmer can help you find a great advisor at Family Dynasty Advisors LLC or one who fits your needs even better.

Family Dynasty Advisors LLC is a registered investment adviser that provides discretionary portfolio management to individuals, high‑net‑worth families, and businesses, and it also accepts investment company clients. Beyond traditional advisory relationships, the firm serves as a subadviser to an unaffiliated registered investment company through the Tactical Advantage ETF. Portfolios are constructed with a mix of open‑end mutual funds, exchange‑traded funds, individual stocks and bonds, certificates of deposit, and treasuries, employing both active and passive strategies with an emphasis on managing volatility to support long‑term compounding. The firm uses technical and statistical analytics alongside macroeconomic inputs to guide allocation and rebalancing, and commonly places an allocation to its Tactical Advantage ETF within client accounts as part of its active management process. Distinctive aspects include the firm’s creation and subadvisory role for the Tactical Advantage ETF, which the firm uses to streamline active rebalancing and which constitutes the largest holding in most client portfolios—an arrangement that is uncommon among peers. The firm also implements tax‑efficient asset location and opportunistic rebalancing for held‑away retirement and HSA accounts via an order management system, operates as a small two‑advisor firm managing approximately $52 million in client assets, and discloses that its representatives are licensed to sell insurance products, which is noted as a potential conflict of interest.

To learn more about the advisors currently working at Family Dynasty Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.