Divergent Capital Asset Management LLC

RIASEC Registered
Total AUM
$50.1M
Discretionary
$37.4M
75% of AUM
Avg account
$726K
Accounts
69
Employees
4
Advisory reps
4

Firm details

Headquarters
Palm Beach Gardens, Florida
CRD number
324549
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 investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm acts as a capital allocator and provides financial planning, discretionary and non‑discretionary portfolio management for individuals/small businesses and pooled investment vehicles, and the selection of third‑party advisers. Its fee arrangements include both percentage‑of‑AUM and fixed fees. The adviser is not identified as an active ESG investor and is not listed as a multi‑state adviser in the available filing. Industry relationships include affiliations with a broker‑dealer and an accountant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 40%, Public Funds/Mutual Funds 26%, Private Funds 12%, Non-Exchange Traded Equities 8%, Derivatives 6%, Other 4%, US Government Bonds 2%, Cash & Cash Equivalents 2%40%
  • Exchange Traded Equities40%
  • Public Funds/Mutual Funds26%
  • Private Funds12%
  • Non-Exchange Traded Equities8%
  • Derivatives6%

Owners & executives

1 of 1
  • Christopher Chakford

    Christopher Chakford

    Founder & CEOCRD 2638492

Contacts

3 of 3
  • Harris Dzwonkowski

    Harris Dzwonkowski

    Registered RepresentativeCRD 6428780

  • Ryan Wells

    Ryan Wells

    DirectorCRD 3238125

  • Javier Loreto

    Javier Loreto

    Portfolio ManagerCRD 5901189

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

Palm Beach Gardens, FL

Palm Beach

Location

Palm Beach Gardens, FL

Headquartered in Palm Beach Gardens, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
3300 Pga Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth