Confluence Capital Advisors, LLC

Overview

Confluence Capital Advisors, LLC is an independent registered investment adviser operating as a limited liability company that focuses on serving individual and family clients. The firm charges fees based on a percentage of assets under management and provides financial planning and portfolio management services for individuals and small businesses. Confluence acts as a capital allocator — it blends direct portfolio management with allocations to third‑party alternative fund managers when appropriate. Investment activity is concentrated and largely discretionary: the adviser manages a relatively compact pool of client relationships and favors fixed income exposure as a core holding. The firm is not listed as an active ESG investor and is not structured as a multi‑state adviser. Its operating profile indicates a boutique practice that pairs traditional portfolio building (cash, bonds, mutual funds) with selective use of private market strategies for diversification and return enhancement.

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