← Tributary

CAPITAL DYNAMICS, INC.

NEW YORK, NY · CRD 130320 · IAPD ↗ · 212-798-3400

$2.69BRegulatory AUM
13Advisory reps
30Employees
0Clients
n/aPlanning clients
27Private funds
0States
3Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2025 — CAPITAL DYNAMICS, INC. shrank from 19 to 12 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.