CRD: 290052
Convergent Financial Group
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 10-17-2017
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 210 clients, or 105 clients per representative. That equates to $343.5K in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on January 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
JEREMY ALEXANDER ELLISOR SR.
Lead Advisor, Owner
- CRD
- #5722917
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Matthew C Erickson
FINANCIAL ADVISOR
- CRD
- #7977586
Showing 1 of 2 contacts
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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
SMA allocation detail is available
Convergent Financial Group has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.