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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

DIVERGENT PLANNING

DIVERGENT PLANNING, LLC, CRD 285688

BETHESDA, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1f387fa5-da30-54d9-d0fd-70ce5b24a608

Data as of Jan 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 8
On other graphs: 1
Observed: Dec 14, 2016 to Jan 10, 2026
34 observations

Across DFX

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

Family Officesidentity

Divergent Planning, LLC

Office · shared cik

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $423MItem 5.F on the latest filing (2026-01-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $423M
Private client RAUM: $423MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 8
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 960
Individual clients: 68
High net worth clients: 200
Custody, client assets: $169M
SEC number: 801-112962
CIK: 1730787
CRD: 285688
Filings on the tape: 34
First filed: Dec 14, 2016
Latest filed: Jan 10, 2026
Organised: Limited Liability Company, MD

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ABRAHAMIAN, ARA, PATRICK	MANAGING MEMBER	D	yes	01/2017	Dec 14, 2016	Aug 9, 2024
BROCK, MATTHEW, BARNES	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	yes	01/2017	Dec 14, 2016	Aug 9, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Jan 10, 2026	$423M	$423M	8	4	0	n/a	n/a
2024	Jan 10, 2025	$323M	$323M	10	4	0	n/a	n/a
2023	Jan 25, 2024	$257M	$257M	9	4	0	n/a	n/a
2022	Jan 24, 2023	$198M	$198M	8	4	0	n/a	n/a
2021	Feb 8, 2022	$200M	$200M	7	4	1	n/a	n/a
2020	Jan 25, 2021	$156M	$156M	7	3	1	n/a	n/a
2019	Feb 10, 2020	$130M	$130M	6	3	0	n/a	n/a
2018	Jan 16, 2019	$106M	$106M	5	2	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	4	-4	n/a	0	0	0	0	4

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$423M	$323M	30.9%	$198M	28.8%	8	10	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
EP WEALTH ADVISORS	2	Apr 23, 2026	Mar 27, 2026	BETHESDA, MD	Team lift out	RIA to RIA	50.0%
EP WEALTH ADVISORS	2	Apr 23, 2026	Mar 27, 2026	SUFFOLK, VA	Team lift out	RIA to RIA	50.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
H. BECK, INC.	2	Feb 9, 2017	Jan 9, 2017	BETHESDA, MD	Team lift out	Other	0.7%

Relationships

Registered with (4)

← ARA PATRICK ABRAHAMIANAdvisorregistration: previous registration
Jan 9, 2017 to Apr 23, 2026factForm ADV
← MATTHEW BARNES BROCKAdvisorregistration: previous registration
Jan 9, 2017 to Apr 23, 2026factForm ADV
← Joshua Remson StrombergAdvisorregistration: previous registration
Jan 3, 2022 to Apr 23, 2026factForm ADV
← Karly Michele HollandAdvisorregistration: previous registration
Dec 17, 2019 to Apr 23, 2026factForm ADV

Moved with (2)

→ EP WEALTH ADVISORSRegistered adviser2 advisors, team lift out, same day
Apr 23, 2026 to Mar 27, 2026factForm ADV
← H. BECK, INC.Registered adviser2 advisors, team lift out, same day
Feb 9, 2017 to Jan 9, 2017factForm ADV

Controls (2)

← ABRAHAMIAN, ARA, PATRICKOwnerMANAGING MEMBER, ownership code D, individual
Dec 14, 2016 to Aug 9, 2024factForm ADV
← BROCK, MATTHEW, BARNESOwnerMANAGING MEMBER & CHIEF COMPLIANCE OFFICER, ownership code D, individual
Dec 14, 2016 to Aug 9, 2024factForm ADV

Dated events

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

Occurred
Apr 23, 2026
Team lift-out
2 advisors left Divergent Planning (Suffolk, VA) for EP Wealth Advisors on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Apr 23, 2026
Team lift-out
2 advisors left Divergent Planning (Bethesda, MD) for EP Wealth Advisors on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Apr 23, 2026
Advisor changed firm
Joshua Remson Stromberg left Divergent Planning for Ep Wealth Advisors (registered 2026-03-27)
Form ADVobserved 5 days ago
Occurred
Apr 23, 2026
Advisor changed firm
Karly Michele Holland left Divergent Planning for Ep Wealth Advisors (registered 2026-03-27)
Form ADVobserved 5 days ago
Occurred
Apr 23, 2026
Advisor changed firm
Ara Patrick Abrahamian left Divergent Planning for Ep Wealth Advisors (registered 2026-03-27)
Form ADVobserved 5 days ago
Occurred
Apr 23, 2026
Advisor changed firm
Matthew Barnes Brock left Divergent Planning for Ep Wealth Advisors (registered 2026-03-27)
Form ADVobserved 5 days ago
Occurred
Dec 14, 2016
First Form ADV filing
Divergent Planning filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
May 1, 2026
Divergent Planning no longer on the SEC adviser roster (last listed 2026-04-01, RAUM $423.1M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1f387fa5-da30-54d9-d0fd-70ce5b24a608
First observed: Dec 14, 2016
Last observed: Jan 10, 2026 8 months ago
Source families: Federal regulator filings
3 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

DIVERGENT PLANNING, LLC, CRD 285688

BETHESDA, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1f387fa5-da30-54d9-d0fd-70ce5b24a608

Data as of Jan 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:11 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ABRAHAMIAN, ARA, PATRICK

MANAGING MEMBER

yes

01/2017

Dec 14, 2016

Aug 9, 2024

BROCK, MATTHEW, BARNES

MANAGING MEMBER & CHIEF COMPLIANCE OFFICER

yes

01/2017

Dec 14, 2016

Aug 9, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 10, 2026

$423M

n/a

2024

Jan 10, 2025

$323M

n/a

2023

Jan 25, 2024

$257M

n/a

2022

Jan 24, 2023

$198M

n/a

2021

Feb 8, 2022

$200M

n/a

2020

Jan 25, 2021

$156M

n/a

2019

Feb 10, 2020

$130M

n/a

2018

Jan 16, 2019

$106M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-4

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$423M

$323M

30.9%

$198M

28.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

EP WEALTH ADVISORS

Apr 23, 2026

Mar 27, 2026

BETHESDA, MD

Team lift out

RIA to RIA

50.0%

EP WEALTH ADVISORS

Apr 23, 2026

Mar 27, 2026

SUFFOLK, VA

Team lift out

RIA to RIA

50.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

H. BECK, INC.

Feb 9, 2017

Jan 9, 2017

BETHESDA, MD

Team lift out

Other

0.7%