CONVERGENT FINANCIAL GROUP

CONVERGENT FINANCIAL GROUP of MOUNT PLEASANT, SC is an SEC-registered investment adviser (CRD 290052). Regulatory assets under management: $72.1M.

Registration

• CRD: 290052
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 290052 on SEC IAPD (source of record)
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