CONFLUENCE CAPITAL ADVISORS, LLC

CONFLUENCE CAPITAL ADVISORS, LLC is an SEC-registered investment adviser (CRD 283467). Regulatory assets under management: $42.3M.

Registration

• CRD: 283467
• Type: Registered investment adviser
• Phone: (310) 422-5396
• Latest filing: 2026-04-07
• Regulatory AUM: $42.3M
• Discretionary AUM: $42.2M
• Non-discretionary AUM: $50K
• Clients: 1
• Accounts: 61

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 283467 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search