GB
GB

Gavin Daniel Butts

4 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
11 clients
Average Client Portfolio
$788.3M average
Assets Under Management
$8.7B

Fee Structure

Financial Planning:Investment management only
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Location

4755 East Bay Drive, Clearwater, FL, 33764

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Gavin works as an independent contractor for Lion Street Financial, LLC, assisting with third-party relationships on behalf of the RIA. This activity takes about a quarter of Gavin's time during securities trading hours.

Employment History
Current Registrations
Dynasty Wealth Management, LLC
November 2025 - Present · 3 mos
Previous Registrations
Csenge Advisory Group, LLC
June 2021 - July 2025 · 4 yrs 1 mo
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.