By Leo Almazora
Dynamic Advisor Solutions, which operates as Dynamic Wealth Advisors, announced it has added Charleston-based Capasso Planning Partners to its national network, marking the firm’s first partnership in South Carolina.
The RIA, founded in 2018 by Managing Partner Charlie Capasso, manages approximately $260 million in assets and operates under a family office advisory model serving individuals, families, and business owners with a focus on long-term financial planning.
The addition brings Dynamic’s network to roughly 88 advisory practices nationwide with more than $7 billion in assets under administration. The firm provides affiliated advisors with integrated support across technology, compliance, investment management, and operations.
“Expanding into South Carolina is a meaningful milestone for Dynamic and it’s an honor to do so alongside a firm that shares our commitment to thoughtful, client-centered planning,” said Steve Kulesza, Dynamic’s chief business development officer.
Capasso, who spent nearly two decades advising and building RIAs in Charleston, Chicago, and Lake Tahoe, Nev., said the partnership “allows us to enhance the resources and capabilities available to our clients while continuing to operate with the independence and fiduciary focus that defines our firm.”