|
⚲
|
| Compound Planning Inc
✚
|
|
|---|---|
| CRD # | 171787 |
| SEC # | 801-126007 |
| CIK # | 0001978879 |
| AUM | $4.8 B (2026-03-26) |
| Employees | 119 (64% Investors, 1% Brokers) |
| Phone | 888-533-9364 |
| Address | 115 Broadway New York, NY 10006 |
| Source | [IAPD] [EDGAR] [Website] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Apple Inc | 0.1 | |
| Alphabet Inc | 0.1 | |
| Nvidia Corp | 0.1 | |
| Alphabet Inc | 0.0 | |
| Amazon Com Inc | 0.0 | |
| Coinbase Global Inc | 0.0 | |
| Microsoft Corp | 0.0 | |
| Broadcom Inc | 0.0 | |
| Facebook Inc | 0.0 | |
| Robinhood Markets Inc | 0.0 |
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10,868 | 1.5 |
| (b) Individuals (high net worth individuals) | 612 | 1.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 354 | 0.1 |
| (h) Charitable organizations | 129 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 147 | 0.1 |
| (n) Other | 1,543 | 1.6 |
| Total | 8,708 | 4.8 |
| By Discretionary | ||
| Discretionary | 8,708 | 4.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8,708 | 4.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.8 | |
| Total | 8,708 | 4.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001978879] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Riverbridge Partners LLC
✚
|
MN | 5.0 |
|
Stifel Independent Advisors LLC
✚
|
MO | 5.0 |
|
Savvy Advisors Inc
✚
|
NY | 5.0 |
|
Meridian Wealth Management LLC
✚
|
KY | 5.0 |
|
Southstate Private Capital Management LLC
✚
|
SC | 5.0 |
|
FiduciaryVest LLC
✚
|
GA | 4.9 |
|
The Ascent Group LLC
✚
|
VA | 4.8 |
|
IFG Advisory LLC
✚
|
GA | 4.8 |
|
GWN Securities Inc
✚
|
FL | 4.8 |
|
Moreton Asset Management LLC
✚
|
UT | 4.7 |