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- Custodian
- Assetmark · Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Catalyst
- Established Date
- 06-03-2019
- Office Locations
- 14
Office Locations
About Convergence Financial
Convergence Wealth (Convergence Financial) is an independent, fee-only advisory firm serving Mid-Missouri with integrated portfolio management, financial planning, and retirement guidance. Its in-office team handles research, trading, and account management without outsourcing, enabling real-time coordination and tax-aware implementation. Portfolios use funds and ETFs with strategic tilts, with optional individual-stock sleeves and select alternatives (e.g., crypto, precious metals); supports custody on platforms like Schwab and LPL.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TRAVIS EARL COOK
Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #5222336
- Ownership
- 75% or more
TYLER STEPHEN HOFFMANN
President
- CRD
- #5684883
- Ownership
- Less than 5%
Value pioneer
Momentum prime
- CRD
- #86647
- Ownership
- 32.8%
Showing 2 of 3 owners & executives
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BRIAN KEITH ATCHLEY
--
- CRD
- #4723050
Phillip David Bacon
--
- CRD
- #6768592
Foundation peak
Oak crest value
- CRD
- #90106
Showing 2 of 26 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $902,859,161 | $192,220 |
| Non-Discretionary | $1,096,190 | $39,150 |
| Total | $903,955,351 | $191,313 |
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Separately Managed Accounts
Total SMA Asset: $903,955,351
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $219,865,055 | 4.0% |
| Equity - Exchange | $917,936,605 | 16.7% |
| Cash | $840,983,835 | 15.3% |
| Corporate - Investment Grade | $769,527,693 | 14.0% |
| Corporate - Non-Investment Grade | $725,554,682 | 13.2% |
| Municipal Bonds | $731,051,308 | 13.3% |
| Private Funds | $983,896,121 | 17.9% |
| U.S. Government/Agency | $307,811,076 | 5.6% |
| Total | $5,496,626,375 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MERIDIAN QUANTUM | HORIZON SIGNAL | GH30QKL5N | WIICD | 7.37% | $106,942,763 |
| CREST CAPITAL DELTA | HARBOR PATHWAY | QGNJCSWMK | GOFZ | 10.50% | $61,510,737 |
| NORTH PRIME CREST | OAK CREST | UDILJ6MOZ | WSBE | 6.73% | $68,780,943 |
| PRIME QUANTUM | MERIDIAN RIDGE | 6Q7B0JMYF | HXPE | 2.97% | $103,695,122 |
| ALPHA OAK EAGLE | LEGACY VECTOR | NPI2BM0GU | TBFPE | 2.27% | $26,533,153 |
| BRIDGE MERIDIAN | BRIDGE SUMMIT | 3WI37ZORJ | GYG | 11.48% | $107,714,908 |
| CREST INSIGHT | ALPHA CATALYST | 9W7VA8PW7 | QJFOK | 3.53% | $52,097,777 |
| PIONEER VECTOR GLACIER | OPTIMA BRIDGE | Q1VQZA53K | UKM | 3.00% | $90,017,994 |