RIA Intel›Advisers›South Carolina›CONVERGENT FINANCIAL GROUP, LLC

CONVERGENT FINANCIAL GROUP, LLC

Advisory

MOUNT PLEASANT, SC

Data as of Jan 14, 2026 · Source: SEC Form ADV

Rank in SC

#155

of 188 advisers by AUM

Average account

$195K

across 370 accounts

AUM per adviser

$36M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 14, 2026.

Total AUM

$72M

Discretionary %

100%

Clients

210

Employees

3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$72M

Discretionary AUM$72M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients210

Team

Total Employees3

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC, SC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

210 clients

49 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in SC

Closest by assets under management. All figures from Form ADV.

SEASTRUNK FINANCIAL MANAGEMENT, LLC

FLORENCE, SC

$72M

CLEAR VALUE FINANCIAL LLC

$72M

WHM CAPITAL ADVISORS, LLC

COLUMBIA, SC

$71M

+16.6% 1Y

DEMESNE, LLC

$70M

VAN GROUW ADVISORS, LLC

BLUFFTON, SC

$69M

KAIZEN WEALTH MANAGEMENT, LLC

CHARLESTON, SC

$68M

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