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COMPOUND FAMILY OFFICES, LLC
CRD 298776 · SEC 801-114125
2033 MAIN STREET, SUITE 202, SARASOTA, FL, 34237, United States
Phone
(941) 556-9294
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$540.8M
Discretionary AUM
$540.8M
Team
6 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 68 | $23.6M |
| High net worth individuals | 68 | $511.5M |
| Charitable organizations | 4 | $5.7M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD