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COMVEST CREDIT MANAGERS, LLC

WEST PALM BEACH, FL · CRD 322342 · IAPD ↗ · comvest.com · (561) 727-2000

$956.8MRegulatory AUM
128Advisory reps
150Employees
0Clients
n/aPlanning clients
2Private funds
3States
11Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2026 — COMVEST CREDIT MANAGERS, LLC's Item 11 disclosure-reporting entries rose by 11 (0 -> 11).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
38
April 2026 — COMVEST CREDIT MANAGERS, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
April 2026 — COMVEST CREDIT MANAGERS, LLC grew from 100 to 128 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — COMVEST CREDIT MANAGERS, LLC crossed $500M in regulatory AUM ($18.3M -> $973.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
68
April 2025 — COMVEST CREDIT MANAGERS, LLC grew from 80 to 101 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
April 2024 — COMVEST CREDIT MANAGERS, LLC now reports custody of client assets ($36.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
60
April 2024 — COMVEST CREDIT MANAGERS, LLC grew from 70 to 80 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
March 2024 — COMVEST CREDIT MANAGERS, LLC now reports 1 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.