# Convergent Financial Group

Convergent Financial Group is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** convergentfg.com
- **LinkedIn:** https://www.linkedin.com/company/convergentfg

## Regulatory record

- **CRD number:** 290052
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/290052

## About

Convergent Financial Group is a state-registered investment adviser in Mount Pleasant, SC. The firm manages approximately $72 million in regulatory assets. It has 3 employees and 2 investment advisers.

## Related profiles

- [Continuity Wealth Management](https://altss.com/profile/continuity-wealth-management-corp)
- [Convert Financial Services](https://altss.com/profile/convert-financial-services-llc)

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Last updated: 2026-07-11T03:37:54.000Z

Canonical page: https://altss.com/profile/convergent-financial-group

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