CONVERGENCE FINANCIAL, LLC
Legal name: CONVERGENCE FINANCIAL
CRD #304146 SEC #801-116738 COLUMBIA, MO (573) 818-2264
SEC Registered
Total AUM
$703.4M
Discretionary
$702.5M
Employees
18
Clients
1
Accounts
3,609
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $703.4M | $702.5M | $940.8K | 18 | 0 |
| Sep 2025 | $703.4M | $702.5M | $940.8K | 18 | 0 |
| Aug 2025 | $703.4M | $702.5M | $940.8K | 18 | 0 |
| May 2025 | $703.4M | $702.5M | $940.8K | 18 | 0 |
| Mar 2025 | $703.4M | $702.5M | $940.8K | 18 | 0 |
| Dec 2024 | $422.4M | $338M | $84.5M | 18 | 0 |
| Dec 2024 | $422.4M | $338M | $84.5M | 18 | 0 |
| Nov 2024 | $422.4M | $338M | $84.5M | 18 | 0 |
| Nov 2024 | $422.4M | $338M | $84.5M | 18 | 0 |
| Oct 2024 | $422.4M | $338M | $84.5M | 18 | 0 |
| Oct 2024 | $422.4M | $338M | $84.5M | 18 | 0 |
| Aug 2024 | $422.4M | $338M | $84.5M | 18 | 0 |
| Jul 2024 | $422.4M | $338M | $84.5M | 18 | 0 |
| Jul 2024 | $422.4M | $338M | $84.5M | 18 | 0 |
| Apr 2024 | $422.4M | $338M | $84.5M | 18 | 0 |
| Jan 2024 | $298.1M | $245M | $53.1M | 22 | 0 |
| Dec 2023 | $298.1M | $245M | $53.1M | 22 | 0 |
| Aug 2023 | $298.1M | $245M | $53.1M | 22 | 0 |
| Jul 2023 | $298.1M | $245M | $53.1M | 22 | 0 |
| Jun 2023 | $298.1M | $245M | $53.1M | 22 | 0 |
| Feb 2023 | $298.1M | $245M | $53.1M | 22 | 0 |
| Dec 2022 | $309.1M | $260.2M | $48.9M | 23 | 0 |
| Nov 2022 | $309.1M | $260.2M | $48.9M | 23 | 0 |
| Mar 2022 | $309.1M | $260.2M | $48.9M | 23 | 0 |
| Jan 2022 | $215.6M | $176.7M | $38.9M | 19 | 0 |
| Dec 2021 | $215.6M | $176.7M | $38.9M | 19 | 0 |
| Apr 2021 | $215.6M | $176.7M | $38.9M | 19 | 0 |
| Apr 2021 | $215.6M | $176.7M | $38.9M | 19 | 0 |
| Mar 2021 | $215.6M | $176.7M | $38.9M | 19 | 0 |
| Mar 2021 | $131.6M | $129.5M | $2.1M | 10 | 0 |
| Jan 2021 | $131.6M | $129.5M | $2.1M | 10 | 0 |
| Jul 2020 | $131.6M | $129.5M | $2.1M | 10 | 0 |
| Jun 2020 | $131.6M | $129.5M | $2.1M | 9 | 0 |
| Mar 2020 | $131.6M | $129.5M | $2.1M | 9 | 0 |
| Oct 2019 | $103.8M | $103.8M | $0 | 9 | 0 |
| Sep 2019 | $103.8M | $103.8M | $0 | 9 | 0 |
DateOct 2025
Total AUM$703.4M
Discretionary$702.5M
Non-Disc.$940.8K
Employees18
Clients0
DateSep 2025
Total AUM$703.4M
Discretionary$702.5M
Non-Disc.$940.8K
Employees18
Clients0
DateAug 2025
Total AUM$703.4M
Discretionary$702.5M
Non-Disc.$940.8K
Employees18
Clients0
DateMay 2025
Total AUM$703.4M
Discretionary$702.5M
Non-Disc.$940.8K
Employees18
Clients0
DateMar 2025
Total AUM$703.4M
Discretionary$702.5M
Non-Disc.$940.8K
Employees18
Clients0
DateDec 2024
Total AUM$422.4M
Discretionary$338M
Non-Disc.$84.5M
Employees18
Clients0
DateDec 2024
Total AUM$422.4M
Discretionary$338M
Non-Disc.$84.5M
Employees18
Clients0
DateNov 2024
Total AUM$422.4M
Discretionary$338M
Non-Disc.$84.5M
Employees18
Clients0
DateNov 2024
Total AUM$422.4M
Discretionary$338M
Non-Disc.$84.5M
Employees18
Clients0
DateOct 2024
Total AUM$422.4M
Discretionary$338M
Non-Disc.$84.5M
Employees18
Clients0
DateOct 2024
Total AUM$422.4M
Discretionary$338M
Non-Disc.$84.5M
Employees18
Clients0
DateAug 2024
Total AUM$422.4M
Discretionary$338M
Non-Disc.$84.5M
Employees18
Clients0
DateJul 2024
Total AUM$422.4M
Discretionary$338M
Non-Disc.$84.5M
Employees18
Clients0
DateJul 2024
Total AUM$422.4M
Discretionary$338M
Non-Disc.$84.5M
Employees18
Clients0
DateApr 2024
Total AUM$422.4M
Discretionary$338M
Non-Disc.$84.5M
Employees18
Clients0
DateJan 2024
Total AUM$298.1M
Discretionary$245M
Non-Disc.$53.1M
Employees22
Clients0
DateDec 2023
Total AUM$298.1M
Discretionary$245M
Non-Disc.$53.1M
Employees22
Clients0
DateAug 2023
Total AUM$298.1M
Discretionary$245M
Non-Disc.$53.1M
Employees22
Clients0
DateJul 2023
Total AUM$298.1M
Discretionary$245M
Non-Disc.$53.1M
Employees22
Clients0
DateJun 2023
Total AUM$298.1M
Discretionary$245M
Non-Disc.$53.1M
Employees22
Clients0
DateFeb 2023
Total AUM$298.1M
Discretionary$245M
Non-Disc.$53.1M
Employees22
Clients0
DateDec 2022
Total AUM$309.1M
Discretionary$260.2M
Non-Disc.$48.9M
Employees23
Clients0
DateNov 2022
Total AUM$309.1M
Discretionary$260.2M
Non-Disc.$48.9M
Employees23
Clients0
DateMar 2022
Total AUM$309.1M
Discretionary$260.2M
Non-Disc.$48.9M
Employees23
Clients0
DateJan 2022
Total AUM$215.6M
Discretionary$176.7M
Non-Disc.$38.9M
Employees19
Clients0
DateDec 2021
Total AUM$215.6M
Discretionary$176.7M
Non-Disc.$38.9M
Employees19
Clients0
DateApr 2021
Total AUM$215.6M
Discretionary$176.7M
Non-Disc.$38.9M
Employees19
Clients0
DateApr 2021
Total AUM$215.6M
Discretionary$176.7M
Non-Disc.$38.9M
Employees19
Clients0
DateMar 2021
Total AUM$215.6M
Discretionary$176.7M
Non-Disc.$38.9M
Employees19
Clients0
DateMar 2021
Total AUM$131.6M
Discretionary$129.5M
Non-Disc.$2.1M
Employees10
Clients0
DateJan 2021
Total AUM$131.6M
Discretionary$129.5M
Non-Disc.$2.1M
Employees10
Clients0
DateJul 2020
Total AUM$131.6M
Discretionary$129.5M
Non-Disc.$2.1M
Employees10
Clients0
DateJun 2020
Total AUM$131.6M
Discretionary$129.5M
Non-Disc.$2.1M
Employees9
Clients0
DateMar 2020
Total AUM$131.6M
Discretionary$129.5M
Non-Disc.$2.1M
Employees9
Clients0
DateOct 2019
Total AUM$103.8M
Discretionary$103.8M
Non-Disc.$0
Employees9
Clients0
DateSep 2019
Total AUM$103.8M
Discretionary$103.8M
Non-Disc.$0
Employees9
Clients0