Divine Asset Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,081,111
Total clients
21
38% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
21
Average account size
$194,339
About
Divine Asset Management provides discretionary investment and wealth management, 401(k) advisory, and financial planning services to a mix of individual, trust, business and institutional clients, including pension and profit‑sharing plans and charitable organizations. The firm also offers standalone written financial plans and business coaching engagements focused on strategic transitions for owners and executives.
The firm builds customized investment programs through client interviews and questionnaires and manages portfolios using a blend of fundamental, technical and cyclical analysis across equities, mutual funds and fixed income. Accounts are reviewed regularly and clients receive written plans and quarterly reporting; coaching and strategy services are delivered through defined multi‑month engagements.
Noteworthy aspects disclosed in the ADV include that a firm principal is also registered as a broker‑dealer representative for a firm that focuses on tax‑credit products, a relationship the brochure identifies as a potential conflict of interest and discusses in its disclosures. The brochure also highlights that the firm accepts institutional clients, participates in seminars and workshops (including the Divine Empiring Exchange), and documents promoter/referral arrangements and disciplinary reporting (noting no arbitration claims or civil/SRO proceedings).
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Fee options
Financial planning services: $1,000 to $5,000; Business coaching services: $1,000 to $10,000 per month
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.75% $1,000,001 - $3,000,000: 1.50% $3,000,001 - $5,000,000: 1.25% $5,000,001+: 1.00%
Up to $400 per hour for financial planning services
Account minimum: $10,000
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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
Quick links
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