# CONVERGENT FINANCIAL GROUP

CONVERGENT FINANCIAL GROUP of MOUNT PLEASANT, SC is an SEC-registered investment adviser.

## Registration

- CRD: 290052
- Type: SEC-registered investment adviser
- Location: 3850 BESSEMER ROAD, MOUNT PLEASANT, SC, 29466
- Phone: 843-972-4402
- Latest filing: 2026-01-14
- Regulatory AUM: $72.1M
- Discretionary AUM: $72.1M
- Clients: 3
- Accounts: 370

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/290052/brochure
- Similar advisers: https://search.stillhousedata.com/firm/290052/similar
- Related entities: https://search.stillhousedata.com/firm/290052/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/290052

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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.