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Convergent Financial Group

Convergent Financial Group. CRD 290052

Convergent Financial Group logo

CRD: 290052

Convergent Financial Group

Mount Pleasant, SC, 29466
8439724402
www.convergentfg.com
$72.1M Total AUM
$72.1M Disc. AUM
-- 3Y CAGR
3 Employees
210 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
WavePeak quantum +more
Established Date
10-17-2017
Office Locations
1

Office Locations

3850 Bessemer Road STE 210 Mount Pleasant SC

About Convergent Financial Group

Convergent Financial Group is an independent, fee-only fiduciary RIA and financial planner based in Mount Pleasant, SC, serving clients nationwide. The firm provides investment management and holistic planning for high-income individuals and families across working years, retirement, and major transitions (e.g., RSU vesting, inheritances, rollovers). Portfolios are primarily ETF-based and custody includes Schwab, with a streamlined 3-step client process.

Team overview

45 AVG AGE
$36.1M AVG AUM / ADVISOR
$343.5K AVG AUM / CLIENT
5.2 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age

Insights

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Asset Classes

Matrix vector Fusion Pioneer pathway Horizon catalyst

Client Personas

Alpha bridge Focus catalyst Atlas foundation

Custodian

Vital Ember optima Vector radial Radial Unison meridian

Investment Themes

Fusion Insight

Investment Vehicles

Catalyst

Platform

Ridge element

Services

Timber Frontier Unison Alpha Pioneer Matrix Focus focus Insight vector Summit value Element Catalyst atlas Vital

Technology

North radial Pioneer delta Unison catalyst Delta crest Frontier ember Unison

Owner & Executives

JEREMY ALEXANDER ELLISOR SR.

JEREMY ALEXANDER ELLISOR SR.

Lead Advisor, Owner

CRD
#5722917
Ownership
75% or more
(403) 984-5401
crest.vector@momentumcapital.com
in linkedin.com/in/pioneer-horizon

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Contacts

M

Matthew C Erickson

--

CRD
#7977586
(267) 270-8959
capital.delta@vitalcapital.com
in linkedin.com/in/glacier-prime

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $72,143,359 --
Non-Discretionary $0 --
Total $72,143,359 --

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Separately Managed Accounts

Total SMA Asset: $72,143,359

$72.1M Total SMA
Equity - Exchange:
33.6%
Cash:
25.9%
Other:
40.5%
Asset class Assets Assets %
Equity - Exchange $1,114,791,376 33.6%
Cash $859,318,352 25.9%
Other $1,343,721,748 40.5%
Total $3,317,831,476 100.0%

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