Confluence Investment Management LLC
Saint Louis, MO·SEC-registered · CRD #146019
Confluence Investment Management LLC is an SEC-registered investment advisory firm in Saint Louis, MO managing $6.7B across 15k client accounts, with 25 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$6.7B
Client accounts
15k
Advisory staff
25
Fee model
Fee-only
How Confluence Investment Management LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Confluence Investment Management LLC
How much does Confluence Investment Management LLC manage?
Per its most recent SEC Form ADV filing (03/25/2026), Confluence Investment Management LLC reports $6.7B in regulatory assets under management across roughly 15k client accounts.
How does Confluence Investment Management LLC charge?
Confluence Investment Management LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Confluence Investment Management LLC a fiduciary?
Yes. Confluence Investment Management LLC is registered with the U.S. Securities and Exchange Commission (CRD #146019), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Confluence Investment Management LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Confluence Investment Management LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Confluence Investment Management LLC's public SEC Form ADV filing (CRD #146019, filed 03/25/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Confluence Investment Management LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Confluence Investment Management LLC? Claim this profile.