HD

Harris Morgan Dzwonkowski

6 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

Harris is a minority owner and member of Divergent Branch LLC, which owns Divergent Capital Asset Management. He spends a few hours per week working at Divergent Branch LLC.

Employment History
Current Registrations
Rockland Securities, LLCBroker
September 2025 - Present · 4 mos
Divergent Capital Asset Management LLC
May 2023 - Present · 2 yrs 8 mos
Previous Registrations
Castle Hill Capital Partners, INC.Broker
April 2023 - September 2023 · 5 mos
Glide Capital
September 2022 - December 2022 · 3 mos
Miraberg Wealth LLC
September 2021 - October 2021 · 1 mo
Singer Wealth Advisors INC.
June 2021 - July 2021 · 1 mo
Kawa Capital Management, INC.
November 2020 - May 2021 · 6 mos
Kawa Securities LLCBroker
September 2020 - May 2021 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
April 2017 - April 2018 · 1 yr
LPL Financial LLC
June 2016 - March 2017 · 9 mos
LPL Financial LLC Broker
October 2015 - March 2017 · 1 yr 5 mos
J.P. Turner & Company, L.L.C.Broker
July 2015 - August 2015 · 1 mo
State Registrations5 states
CACOFLGATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.