Convergence Financial, LLC
● SEC registered since 2019CRD 304146SEC# 801-116738Columbia, MO
Reg. AUM
$904M
Employees
18
Accounts
4,725
Location
Columbia, MO
Convergence Financial, LLC assets under management
Convergence Financial, LLC operates as an SEC-registered investment adviser based in Columbia, MO. The firm has been registered since 2019. It reports $904 million in regulatory assets under management and employs 18 people.
Convergence Financial, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Brian Parrie Control | Chief Compliance Officer | Under 5% | 2026 |
| Glhc, LLC Control | Member | 10-25% | 2019 |
| Travis Earl Cook Control | Ceo And Member | Over 75% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Convergence Financial, LLC manage?
Convergence Financial, LLC reports $904 million in regulatory assets under management on its Form ADV.
How many employees does Convergence Financial, LLC have?
Convergence Financial, LLC reports 18 employees.
Where is Convergence Financial, LLC located?
Convergence Financial, LLC is based in Columbia, MO and has been SEC-registered since 2019.
Does Convergence Financial, LLC disclose fund performance?
Convergence Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3919 S. Providence Road, Columbia, MO 65203 |
| Phone | (573) 818-2264 |
| Fax | (573) 826-4488 |
| Office hours | 8-5 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$904M▲ 29%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$904Mregulatory AUM
Discretionary $902.9MNon-discretionary $1.1M