Compound Family Offices, LLC
Compound Family Offices, LLC is an SEC-registered wealth manager in Sarasota, FL with $540.8M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Compound Family Offices, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 298776, SEC 801-114125, data through 2026-04-23.
- AUM (assets under management / regulatory AUM)
- $540.8M (2026-04-23)
- Firm type
- Wealth Manager
- Location
- Sarasota, FL
- Employees
- 6
- Clients
- 140
- CRD
- 298776
- Ownership
- POPHAM, ERIK, CHARLES; MULLENS, JEFFREY, RENDER; GURR, SCOTT, FREDERICK; Thompson, Gail, S
How much AUM does Compound Family Offices, LLC have?
Compound Family Offices, LLC reported $540.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-23).
Who owns Compound Family Offices, LLC?
Disclosed owners and executives of Compound Family Offices, LLC include POPHAM, ERIK, CHARLES, MULLENS, JEFFREY, RENDER, GURR, SCOTT, FREDERICK, Thompson, Gail, S. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.