# DYNAMIC

DYNAMIC of PHOENIX, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 151367
- Type: SEC-registered investment adviser
- SEC file number: 801-72203
- Location: 2415 EAST CAMELBACK ROAD, PHOENIX, AZ, 85016
- Phone: (877) 257-3840
- Latest filing: 2026-08-05
- Regulatory AUM: $5.6B
- Discretionary AUM: $5.6B
- Non-discretionary AUM: $38.8M
- Clients: 130
- Accounts: 15,179

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pensions, Charities, Corporations, Other

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| James Richard Cannon | CHIEF EXECUTIVE OFFICER; TRUSTEE | — |
| Susan Mcchesney Cannon | TRUSTEE | — |
| Cherie Jean Jolly | CHIEF COMPLIANCE OFFICER | — |
| Steven Philip Kulesza | CHIEF BUSINESS DEVELOPMENT OFFICER | — |
| Konstantin Grigoryevich Etus | CHIEF INVESTMENT OFFICER | — |
| Justin Patrick | CHIEF TECHNOLOGY OFFICER | — |
| CANNON JAMES RICHARD | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER (+2 more) | — |
| JOLLY CHERIE JEAN | CHIEF COMPLIANCE OFFICER | — |
| PALUMBO JAMES GERARD | CHIEF BUSINESS DEVELOPMENT OFFICER; CHIEF DEVELOPMENT OFFICER | — |
| MORNINGSTAR CRAIG PAUL | CHIEF OPERATING OFFICER | — |
| CANNON SUSAN MCCHESNEY | TRUSTEE | — |
| KULESZA STEVEN PHILIP | CHIEF BUSINESS DEVELOPMENT OFFICER | — |
| ETUS KONSTANTIN GRIGORYEVICH | CHIEF INVESTMENT OFFICER | — |
| PATRICK JUSTIN | CHIEF TECHNOLOGY OFFICER | — |
| Eric Glenn Draughon | CHIEF SERVICE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151367/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151367/similar
- Related entities: https://search.stillhousedata.com/firm/151367/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151367

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.