CONVERGENT CAPITAL PARTNERS, LLC

Overview

Convergent Capital Partners, LLC is a small, privately held advisory firm focused on discretionary portfolio management for individuals and small businesses. The firm tilts heavily toward equities, running separately managed equity-based portfolios as its primary client offering. Its fee schedule includes percentage-of-assets, hourly charges and fixed fees, allowing flexibility for different client engagements. The client base is concentrated—individuals and families—so investment decisions appear tailored rather than institutional-scaled. The firm does not position itself as an active ESG investor and operates on a single-state basis, suggesting a regional footprint and hands-on client servicing model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices