Divergent Planning, LLC
CRD 285688SEC# 801-112962Bethesda, MD
No longer SEC-registered. Divergent Planning, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$423.1M
Employees
8
Accounts
960
Location
Bethesda, MD
Divergent Planning, LLC assets under management
Divergent Planning, LLC is an SEC-registered investment adviser based in Bethesda, MD. It reports $423.1 million in regulatory assets under management and employs 8 people.
Divergent Planning, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ara Patrick Abrahamian Control | Managing Member | 50-75% | 2017 |
| Matthew Barnes Brock Control | Managing Member & Chief Compliance Officer | 50-75% | 2017 |
Frequently asked questions
How much does Divergent Planning, LLC manage?
Divergent Planning, LLC reports $423.1 million in regulatory assets under management on its Form ADV.
How many employees does Divergent Planning, LLC have?
Divergent Planning, LLC reports 8 employees.
Where is Divergent Planning, LLC located?
Divergent Planning, LLC is based in Bethesda, MD.
Does Divergent Planning, LLC disclose fund performance?
Divergent Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6701 Democracy Blvd., Suite 300, Bethesda, MD 20817 |
| Office hours | By Appointment |
| Discloses disciplinary history | No |
Regulatory AUM
$423.1M▲ 31%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$423.1Mregulatory AUM
Discretionary $423.1M