DIVERGENT CAPITAL ASSET MANAGEMENT LLC

Overview

Divergent Capital Asset Management LLC is a small, fee-based adviser that blends portfolio management and financial planning for individual, family and institutional clients. The firm acts as a capital allocator and routinely selects third‑party managers, which aligns with its stated activity of choosing other advisers. Its business model combines percentage‑of‑AUM and fixed‑fee arrangements and it provides discretionary and non‑discretionary portfolio management across separately managed accounts and pooled vehicles. Investment activity shows a clear bias toward publicly traded, exchange‑listed securities for core portfolios while maintaining active exposure to private market strategies. The firm is not an active ESG investor and is not registered as a multi‑state adviser. It lists broker‑dealer and accounting industry relationships, which suggests coordination with custodial and tax/reporting partners when implementing client solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices