CC

Christopher Conley Chakford

20 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
15 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$35.7M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only

Divergent Capital Asset Management charges an annual advisory fee based on assets under management, ranging up to 2.00%. Fees are negotiable and paid quarterly in advance. Clients may terminate the agreement with 15 days' written notice and receive a pro-rata refund. The firm may also charge performance-based fees to qualified clients. A minimum account size of $100,000 is generally imposed, but may be waived.

Areas of Practice
Investment Management
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Advisor Information

Office location

3785 NW 82nd Avenue, Unit 304, Doral, FL, 33166

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christopher is an owner of Divergent Branch LLC, which owns Divergent Capital Asset Management LLC. He is also the Principal Executive Officer, general securities principal, and registered representative of Rockland Securities LLC, spending about a quarter of his time there, and dedicates minimal time to Divergent Branch LLC.

Employment History
Current Registrations
Rockland Securities, LLCBroker
November 2024 - Present · 1 yr 2 mos
Divergent Capital Asset Management LLC
April 2023 - Present · 2 yrs 9 mos
Previous Registrations
Kawa Securities LLCBroker
September 2020 - November 2022 · 2 yrs 2 mos
Newoak Capital Markets LLCBroker
January 2014 - August 2017 · 3 yrs 7 mos
Direct Access Partners LLCBroker
March 2012 - May 2013 · 1 yr 2 mos
Secondmarket, INC.Broker
April 2006 - March 2012 · 5 yrs 11 mos
Rosenthal Collins Equities, L.L.C.Broker
March 2005 - January 2006 · 10 mos
May Financial CorporationBroker
June 2002 - October 2004 · 2 yrs 4 mos
Olde Discount CorporationBroker
October 1995 - March 1997 · 1 yr 5 mos
State Registrations5 states
CAFLGALATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.