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- Custodian
- Charles Schwab & Company ยท Hilltop Securities
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-03-2022
- Office Locations
- 1
Office Locations
About Convert Financial Services LLC
Convert Financial Services LLC is a MT Pleasant-based RIA. The firm has been operating for 4 years. Managing $2.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Hilltop Securities.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 26 clients, or 26 clients per representative. That equates to $77.2K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
Shawn Robert Stressman
Chief Compliance Officer, Controller
- CRD
- #7475511
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,006,058 | -- |
| Total | $2,006,058 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Convert Financial Services LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.