DFX Intelligence

Data Factory

Family officesOfficeoutsourced family office · candidate

Divergent Planning, LLC

Family Offices

Bethesda, MD

Fee only financial advisors who manage your financial plan, integrate your taxes and estate, and create a custom portfolio that aligns with your goals.

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:ff45744a-9828-4980-b68c-5a6d069fd175

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures, dfx's own graph. Page built Sep 19, 2026, 12:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 14
On other graphs: 1
Observed: Sep 12, 2026 to Sep 14, 2026
50 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

DIVERGENT PLANNING

Registered adviser · shared cik

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

13F value: $392M36 positions, 2025-12-31; never AUM
Investments: 1
Direct investments: 1
People: 4
Decision makers: 1derived
Website: epwealth.com

Investments

Target	State	Kind	Asset class	Sector	Announced	Amount	Evidence
e-Statements	n/a	Portfolio listing	n/a	n/a	n/a	n/a	fact

People

Person	Title	Role	Seniority	Family member	Current	Evidence
Matthew Brock	Chief Compliance Officer	operations	unknown	n/a	yes	fact
Form Crs	Advisor Partnerships	leadership	senior	n/a	yes	fact
Child Support	Certified Divorce Financial Analyst	operations	unknown	n/a	yes	fact
Asset Allocation	Executive Compensation	other	unknown	n/a	yes	fact

Relationships

Employs (8)

→ Form CrsPersonAdvisor Partnerships
factThe subject's own site
→ Child SupportPersonCertified Divorce Financial Analyst
factThe subject's own site
→ Asset AllocationPersonExecutive Compensation
factThe subject's own site
→ Workplace Violence PreventionPersonAdvisor Partnerships
factThe subject's own site
→ Real Estate InvestorsPersonFIND A FINANCIAL ADVISOR NEAR YOU
factThe subject's own site
→ Who We ServePersonYou Need a Financial Advisor with Experience Relevant to You
factThe subject's own site
→ Pre-retirement Checklist PlanningPersonInvestment Management
factThe subject's own site
→ Matthew BrockPersonChief Compliance Officer
factForm 13F

Invested in (2)

→ e-StatementsCompanyPortfolio listing
factThe subject's own site
→ Click hereCompanyPortfolio listing
factThe subject's own site

Dated events

14 bookkeeping events (roster, classification and holdings changes) folded below

Show 14 bookkeeping events

First seen by DFX
Sep 12, 2026
date not stated
Divergent Planning, LLC: CANDIDATE_FAMILY_OFFICE -> OUTSOURCED_FAMILY_OFFICE (the office describes itself as a outsourced family office (cited))
First seen by DFX
Sep 12, 2026
date not stated
Divergent Planning, LLC files Form 13F (non_adviser_filer, $391,538,858 in 36 positions)
First seen by DFX
Sep 12, 2026
date not stated
Divergent Planning, LLC: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company)
Occurred
Jan 12, 2026
Divergent Planning, LLC reported $391,538,858 across 36 13(f) positions for the quarter ended 2025-12-31
Occurred
Oct 27, 2025
Divergent Planning, LLC reported $376,178,159 across 35 13(f) positions for the quarter ended 2025-09-30
Occurred
Sep 30, 2025
Divergent Planning, LLC increased RBB Fd Inc 137,848 -> 207,926 shares ($6,867,575 -> $10,369,252)
Occurred
Jul 30, 2025
Divergent Planning, LLC reported $338,403,533 across 35 13(f) positions for the quarter ended 2025-06-30
Occurred
Jun 30, 2025
Divergent Planning, LLC reduced Dimensional Etf Trust 471,570 -> 341,545 shares ($28,709,201 -> $22,097,982)
Occurred
Jun 30, 2025
Divergent Planning, LLC opened a $5,556,875 position in Schwab Strategic Tr (130,904 shares)
Occurred
Jun 30, 2025
Divergent Planning, LLC opened a $6,419,841 position in American Centy Etf Tr (86,825 shares)
Occurred
Jun 30, 2025
Divergent Planning, LLC increased RBB Fd Inc 76,005 -> 137,848 shares ($3,788,856 -> $6,867,575)
Occurred
Apr 9, 2025
Divergent Planning, LLC reported $301,413,976 across 30 13(f) positions for the quarter ended 2025-03-31
Occurred
Mar 31, 2025
Divergent Planning, LLC increased RBB Fd Inc 33,771 -> 76,005 shares ($1,685,848 -> $3,788,856)
Occurred
Jan 16, 2025
Divergent Planning, LLC reported $292,408,662 across 28 13(f) positions for the quarter ended 2024-12-31

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 office address (Form 13F), 1 website (office website) · as of 2026-09-12

Matthew Brock
Chief Compliance Officer · Revealable: 1 business phone (Form 13F)

Also named here, with no published line of their own (reach them through the firm): Form Crs (Advisor Partnerships), Child Support (Certified Divorce Financial Analyst), Asset Allocation (Executive Compensation), Workplace Violence Prevention (Advisor Partnerships), Real Estate Investors (FIND A FINANCIAL ADVISOR NEAR YOU), Who We Serve (You Need a Financial Advisor with Experience Relevant to You), Pre-retirement Checklist Planning (Investment Management).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Family Offices
Canonical id: dfx:fo:ff45744a-9828-4980-b68c-5a6d069fd175
First observed: Sep 12, 2026
Last observed: Sep 14, 2026 4 days ago
Source families: Federal regulator filings, Firm and issuer disclosures, DFX's own graph
4 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Divergent Planning, LLC

Family Offices

Bethesda, MD

Fee only financial advisors who manage your financial plan, integrate your taxes and estate, and create a custom portfolio that aligns with your goals.

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:ff45744a-9828-4980-b68c-5a6d069fd175

Target

State

Kind

Asset class

Sector

Announced

Amount

Evidence

e-Statements

n/a

Portfolio listing

n/a

fact

Person

Title

Role

Seniority

Family member

Current

Evidence

Matthew Brock

Chief Compliance Officer

operations

unknown

n/a

yes

fact

Form Crs

Advisor Partnerships

leadership

senior

n/a

yes

fact

Child Support

Certified Divorce Financial Analyst

operations

unknown

n/a

yes

fact

Asset Allocation

Executive Compensation

other

unknown

n/a

yes

fact