CRD: 146019
Confluence Investment Management LLC
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- Custodian
- Baird · Broadridge · Pershing · Stifel · US Bank · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-01-2007
- Office Locations
- 6
Office Locations
About Confluence Investment Management LLC
Confluence Investment Management (St. Louis, MO) provides discretionary portfolio management and investment advisory services to institutional and individual clients across retail and institutional channels. The firm’s SMA implementation is ETF-centric and it also supports portfolio construction and planning-related needs.
Reported data analysis
What the numbers show
Between March 21, 2025 and March 25, 2026, reported AUM decreased 7.3%, from $7.3B to $6.7B.
Across 5 reported observations, AUM decreased 13.4% between March 21, 2022 and March 25, 2026, from $7.8B to $6.7B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 25 advisory representatives and 14,868 clients, or 594.7 clients per representative. That equates to $451.9K in reported AUM per client.
The profile lists 6 reported office locations and 18 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Confluence Investment Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRIAN NEIL HANSEN
Director, President
- CRD
- --
- Ownership
- 25% but less than 50%
MARK ALAN KELLER
Chief Executive Officer, Chief Investment Officer
- CRD
- #1026805
- Ownership
- 25% but less than 50%
Showing 2 of 12 owners & executives
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BONNIE BETH BELSKIS
Director
- CRD
- #1573667
JASON OCONNER GANTT
Director
- CRD
- #3167869
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,719,179,902 | $452,105 |
| Non-Discretionary | $0 | -- |
| Total | $6,719,179,902 | $452,105 |
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Separately Managed Accounts
SMA allocation detail is available
Confluence Investment Management LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Confluence Investment Management LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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