Convergent Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Convergent Financial Group, LLC is a small advisory firm that provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. Clients generally engage the firm in ongoing relationships and are charged fees based on a percentage of assets under management.
The firm uses a long-term, asset-allocation oriented process built around a set of proprietary allocation portfolios composed primarily of ETFs, mutual funds, and equities, with active monitoring and periodic adjustments. Many of those portfolios incorporate options overlays—most commonly protective puts and, in some strategies, upside calls—to manage downside risk while preserving participation in market gains; traditional options-free allocation strategies are also available when appropriate.
Compared with similarly sized supported firms, CFG’s systematic use of options-based overlays across its model portfolios is an uncommon feature and informs its risk-management emphasis. The firm operates with a two-advisor team that draws on nontraditional professional backgrounds (engineering and healthcare/real-estate entrepreneurship), recommends Charles Schwab custody, and typically targets clients with at least $250,000 in investable assets.
Client services
Expertise
Fee options
$0 - $250,000: Not explicitly stated $250,000+: 0.50% to 1.50% (negotiable and discretionary)
Account minimum: $250,000
Main office
3850 Bessemer Road, Ste 210
Mount Pleasant SC 29466
Advisors at this office
2
Most active in
North Carolina · South Carolina
Also doing business as
Convergent Financial Group · Convergent Financial Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Jeremy E
Series 63, Series 65
Mount Pleasant, SC
Convergent Financial Group
Jeremy Ellisor is a financial advisor at Convergent Financial Group with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at E & R Wealth Management, LLC since 2014. Ellisor is also licensed to sell insurance in South Carolina and dedicates approximately 10% of his time to this activity. Convergent Financial Group advises individuals, trusts, estates, charitable organizations, and business entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a long-term, allocation-driven investment approach using internally designed model portfolios primarily composed of ETFs, with discretionary management and integrated financial planning.
Matthew E
Series 65
Mount Pleasant, SC
Convergent Financial Group
Matthew Erickson is a financial advisor at Convergent Financial Group with two years of industry experience. He holds a Series 65 designation and has worked at Medcare Urgent Care since 2012. Erickson is also a licensed real estate agent in South Carolina, primarily handling real estate transactions for himself and his family on a limited basis. Convergent Financial Group provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation approach utilizing proprietary portfolios including ETFs, mutual funds, equities, and options overlays to manage risk.
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