Divergent Capital Asset Management LLC

RIAState Registered

Total AUM

$50.1M

Discretionary

$37.4M

75% of AUM

Avg account

$726K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Palm Beach Gardens, Florida
CRD number: 324549
Website: divergentcapitalam.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI77.44%
Pooled Investment Vehicles15.87%
Individuals3.56%
Insurance Companies2.91%
Corporations / Businesses0.22%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Divergent Capital Asset Management LLC is a privately held limited liability company that acts as a capital allocator and advisor to both individuals/families and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. The firm charges a mix of percentage-of-AUM and fixed fees and reports no active use of ESG integration in its investment process. Industry relationships include affiliations with a broker-dealer and accounting professionals.