COMPOUND FAMILY OFFICES, LLC

RIASEC RegisteredEst. 2018

Total AUM

$541M

Discretionary

$541M

100% of AUM

Avg account

$1.7M

Accounts

324

Employees

Advisory reps

Firm details

Headquarters: SARASOTA, Florida
CRD number: 298776
Registered since: October 11, 2018
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI94.58%
Individuals4.36%
Charitable Organizations1.05%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Compound Family Offices, LLC is an independent, SEC‑registered registered investment adviser organized as an LLC and operating since 2018. The firm is owned by an individual and positions itself as a capital allocator that serves both high‑net‑worth individuals and families as well as institutional clients. Its primary fee arrangement is a percentage of assets under management. The firm provides traditional advisory services—financial planning, discretionary portfolio management for individuals, small businesses and institutions—and explicitly offers selection of other advisers, which is consistent with an allocation model that leans on external managers. Compound Family Offices is not described as an active ESG investor and is not registered as a multi‑state adviser.