# CONFLUENCE INVESTMENT MANAGEMENT LLC

CONFLUENCE INVESTMENT MANAGEMENT LLC of SAINT LOUIS, MO is an SEC-registered investment adviser.

## Registration

- CRD: 146019
- Type: SEC-registered investment adviser
- SEC file number: 801-68723
- Location: 20 ALLEN AVENUE, STE 300, SAINT LOUIS, MO, 63119
- Phone: 314-743-5090
- Latest filing: 2026-03-25
- Regulatory AUM: $6.7B
- Discretionary AUM: $6.7B
- Clients: 55
- Accounts: 14,862

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Other

## Officers, owners & control persons (37)

_Showing 25 of 37 people._

| Name | Role | Location |
| --- | --- | --- |
| Brian Neil Hansen | PRESIDENT / MEMBER | — |
| Joseph John Hanzlik | SVP AND EQUITY ANALYST | Saint Louis, MO |
| Mark Alan Keller | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER / MEMBER | — |
| David Brian Miyazaki | SVP AND PORTFOLIO MANAGER | — |
| Daniel Thomas Winter | SVP AND CIO - VALUE EQUITIES | — |
| Patricia Annette Dahl | SVP AND CFO | — |
| William Daniel Ogrady | ADVISORY DIRECTOR - MARKET STRATEGY; EVP AND CHIEF MARKET STRATEGIST | — |
| Tore Lars Stole | ADVISORY DIRECTOR - RESEARCH; VP AND DIRECTOR OF RESEARCH (EMERITUS) | — |
| Dustin Andrew Hausladen | VP AND EQUITY ANALYST | — |
| Thomas William Dugan | VP AND PORTFOLIO MANAGER | — |
| John M Wobbe | VP,  DIRECTOR OF RESEARCH AND EQUITY ANALYST | — |
| Steven Patrick Farmer | CHIEF COMPLIANCE OFFICER | — |
| KELLER MARK ALAN | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER / MEMBER | — |
| POWELL LAURENCE HAROLD | MEMBER / MANAGER | — |
| CAMPBELL DOUGLAS EDWARD | MEMBER / MANAGER | — |
| BIRZER H KEVIN | MANAGER; MEMBER / MANAGER | — |
| MALVEY KENNETH PETER | MANAGER; MEMBER / MANAGER | — |
| HAMEL ZACHARY ALAN | MANAGER; MEMBER / MANAGER | — |
| BICKNELL MARTIN CHRISTOPHER | MANAGER; TRUSTEE | — |
| KOCHEVAR ANNE STEELE | CHIEF COMPLIANCE OFFICER | — |
| SCHULTE DAVID JOHN | MANAGER | — |
| MATLACK TERRY CLYDE | MANAGER | — |
| REISLER WILLIAM | MANAGER | — |
| FARMER PATRICK | CHIEF COMPLIANCE OFFICER | — |
| HANSEN BRIAN NEIL | PRESIDENT; PRESIDENT / MANAGING MEMBER; PRESIDENT / MEMBER | — |


## Branch offices (6)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 314-743-5090 |
| — | — | 1 | 314-743-5090 |
| — | — | 1 | 314-743-5090 |
| — | — | 1 | 314-743-5090 |
| — | — | 1 | 314-743-5090 |
| — | — | 1 | 314-743-5090 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/146019/brochure
- Similar advisers: https://search.stillhousedata.com/firm/146019/similar
- Related entities: https://search.stillhousedata.com/firm/146019/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/146019

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.