|
⚲
|
| Compound Family Offices LLC
✚
|
|
|---|---|
| CRD # | 298776 |
| SEC # | 801-114125 |
| CIK # | |
| AUM | $540.8 M (2026-04-23) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 941-556-9294 |
| Address | 2033 Main Street Sarasota, FL 34237 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 68 | 23.6 |
| (b) Individuals (high net worth individuals) | 68 | 511.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 5.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 324 | 540.8 |
| By Discretionary | ||
| Discretionary | 324 | 540.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 324 | 540.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 540.8 | |
| Total | 324 | 540.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Juno Financial Group LLC
✚
|
VA | 0.5 |
|
Beacon Investment Advisors LLC
✚
|
MD | 0.5 |
|
Tandem Financial LLC
✚
|
CO | 0.5 |
|
Shorehaven Wealth Partners LLC
✚
|
NJ | 0.5 |
|
BCGM Wealth Management LLC
✚
|
IN | 0.5 |
|
Relation Wealth Management Inc
✚
|
OK | 0.5 |
|
Gray Private Wealth LLC
✚
|
MA | 0.5 |
|
IMC Advisors LLC
✚
|
IN | 0.5 |
|
Spirit of America Management Corp
✚
|
NY | 0.5 |
|
Dynamic Financial Group LLC
✚
|
IA | 0.5 |