Divergence Capital Management

RIASEC Registered
Total AUM
$3M
Discretionary
$3M
100% of AUM
Avg account
$275K
Accounts
11
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
139601
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Divergence Capital Management is a small, owner-operated advisory firm that focuses on discretionary portfolio management for individual and family clients and small businesses. The firm runs fee-based accounts charged as a percentage of assets under management and tilts the portfolios toward publicly traded equities. Its operating footprint is single-office and single-state, and the firm does not position itself as an ESG-focused allocator, pension consultant, or a multi-state adviser. Investment activity centers on direct equity exposure delivered through separately managed account structures and exchange-traded instruments, with an emphasis on customization for a limited client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, US Government Bonds 40%60%
  • Exchange Traded Equities60%
  • US Government Bonds40%

Owners & executives

1 of 1
  • Douglas Perkins

    Douglas Perkins

    Chief Investment OfficerCRD 2520305

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth