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Divergent Capital Asset Management LLC

Updated today

Client assets under management

$40,582,801

Clients

20

50% high-net-worth

Advisors

4

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

5

Very Low

Average account size

$2,029,140

Client services

Financial planning Portfolio management Selection of other advisers

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Main office location

Divergent Capital Asset Management LLC

3785 Nw 82 Nd Avenue, Unit 304

Doral FL 33166, United States

Number of offices

3

Most active in

California · Colorado · Florida · Georgia · Louisiana · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Harris D

Series 63, Series 65

Doral, FL

Divergent Capital Asset Management LLC

Harris Dzwonkowski is a financial advisor with Divergent Capital Asset Management LLC in Doral, FL, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked at several firms including Rockland Securities LLC, Castle Hill Capital Partners, and Merrill. He is also a minority owner and managing member of Divergent Branch LLC and serves as COO and Head of Investments at Divergent Capital Asset Management LLC. Divergent Capital Asset Management LLC is an investment advisory firm affiliated with Rockland Securities LLC, serving clients with a supported investment approach through a team of four advisors.

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Christopher C

Series 63, Series 65

Doral, FL

Divergent Capital Asset Management LLC

Christopher Chakford is a financial advisor with Divergent Capital Asset Management LLC in Doral, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has held roles at multiple firms, including Rockland Securities LLC and Kawa Capital Management, Inc. Chakford is also an owner and Principal Executive Officer of Rockland Securities LLC, a FINRA-registered broker-dealer. Divergent Capital Asset Management LLC serves clients through a supported advisory model, focusing on personalized investment management with a small team of four advisors.

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Ryan W

Series 63, Series 66

Denver, CO

Divergent Capital Asset Management LLC

Ryan Wells is a financial advisor at Divergent Capital Asset Management LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Integrated Wealth Concepts LLC, Prism Financial Strategies, Strategies Capital Management, Advisory Consulting Group LLC, and RBC Capital Markets. Divergent Capital Asset Management LLC is a supported firm with a small team of four advisors.

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Javier L

Series 66

Doral, FL

Divergent Capital Asset Management LLC

Javier Loreto is a financial advisor at Divergent Capital Asset Management LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Harbor-Ithaka Wealth Management and Sankus Wealth Solutions. He is also a licensed insurance agent and occasionally provides clients with insurance advice and products through Sankus Life Solutions LLC. Divergent Capital Asset Management LLC is a supported firm with a team of four advisors.

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