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| Divergent Planning LLC
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| CRD # | 285688 |
| SEC # | 801-112962 |
| CIK # | 0001730787 |
| AUM | 423.1 M (2026-01-10) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 240-428-8911 |
| Address | 6701 Democracy Blvd Bethesda, MD 20817 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.3 | ||
| Marriott International Inc /MD/ | 0.9 | ||
| Morgan Stanley | 0.8 | ||
| Microsoft Corp | 0.7 | ||
| Amazon Com Inc | 0.6 | ||
| Visa Inc | 0.6 | ||
| Lockheed Martin Corp | 0.5 | ||
| Alphabet Inc | 0.4 | ||
| SPDR Gold Trust | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 68 | 20.6 |
| (b) Individuals (high net worth individuals) | 200 | 402.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 960 | 423.1 |
| By Discretionary | ||
| Discretionary | 960 | 423.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 960 | 423.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 422.3 | |
| Total | 960 | 423.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001730787] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 32 (1 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
|
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AL | 424.4 M |
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Sindia Capital Advisers LLC
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Zullo Investment Group Inc
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PA | 423.0 M |
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Congress Park Capital LLC
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|
Adirondack Capital Advisors LLC
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|
Investment Planning Advisors
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