SEC Form ADV

COMPOUND FAMILY OFFICES, LLC

Firm profile: Compound Family Offices — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserFL

$540.8M

Assets Under Management

324

Total Clients

Employees

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Registration Details

Accession: CRD-298776
Location: SARASOTA, FL
Filing Date: April 23, 2026
AUM: $540.8M
Total Clients: 324
Institutional Clients: 4
Employees: 6
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsCharitable Organizations

About this Adviser

COMPOUND FAMILY OFFICES, LLC is a registered investment adviser headquartered in SARASOTA, FL, managing approximately $540.8M in assets across 324 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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