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| Convergence Financial LLC
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|---|---|
| CRD # | 304146 |
| SEC # | 801-116738 |
| CIK # | 0001669829, 0002034001 |
| AUM | 904.0 M (2026-06-22) |
| Employees | 18 (72% Investors, 44% Brokers) |
| Fees | |
| Minimum | |
| Phone | 573-818-2264 |
| Address | 3919 S Providence Road Columbia, MO 65203 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Tesla Motors Inc | 21.4 | ||
| Microsoft Corp | 13.7 | ||
| Facebook Inc | 12.5 | ||
| Nvidia Corp | 10.2 | ||
| Apple Inc | 10.0 | ||
| Alphabet Inc | 8.2 | ||
| Broadcom Inc | 7.6 | ||
| Amazon Com Inc | 6.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,018 | 294.6 |
| (b) Individuals (high net worth individuals) | 647 | 582.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 2.7 |
| (h) Charitable organizations | 18 | 6.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 22 | 17.6 |
| (n) Other | 0 | 0.0 |
| Total | 4,725 | 904.0 |
| By Discretionary | ||
| Discretionary | 4,697 | 902.9 |
| Non-Discretionary | 28 | 1.1 |
| Total | 4,725 | 904.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 904.0 | |
| Total | 4,725 | 904.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001669829] | |
| 13F-HR | [0002034001] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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