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Klein Stewart Stubbs

Dynamic Market Advantage, LLC

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About Klein Stewart Stubbs

Klein Stewart Stubbs is a registered Investment Advisor Representative associated with both Dynamic Market Advantage, LLC and Guidance Capital, Inc., both based in Louisville, KY. Klein has been in the financial services industry since September 2014 and currently holds the Series 65 license. Klein is licensed to provide investment advice in Kentucky. Klein's areas of specialization include advising on investment strategies for both businesses and individuals. Klein is also a Managing Member of Stubbs, & Co., PLLC, a CPA firm based in Louisville, KY.

Firm Information

Klein Stubbs is currently registered with Dynamic Market Advantage, LLC. Dynamic Market Advantage, LLC is an investment advisor based in Louisville, KY, with approximately $243,615,261 in regulatory assets under management. The firm offers portfolio management services for individuals and businesses. Their website addresses are https://dynamicmarketadvantage.com and https://eggsandbasketscom.wordpress.com/.
Dynamic Market Advantage, LLC

2020 HIGH WICKHAM PLACE

LOUISVILLE, KY 40245

$243.62M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Klein Stubbs’s Registration & Firm History

KY

02/03/2025 - Present

Dynamic Market Advantage, LLC (LOUISVILLE KY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Klein Stewart Stubbs.
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