C
$21.2M Total AUM
$21.2M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-28-2025
- Office Locations
- 1
Office Locations
-- Pasadena MD
About Compound Advisory
Compound Advisory is a Pasadena-based RIA. The firm has been operating for 1 years. Managing $21.2M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
-- AVG AGE
$21.2M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
1.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Vertex Peak
Client Personas
Ember North legacy
Custodian
Legacy meridian
Investment Themes
Alpha Meridian focus Ember
Investment Vehicles
Insight
Services
Alpha Eagle quantum Unison catalyst Matrix Bridge ridge Momentum fusion
Owner & Executives
H
HEATH JUSTIN HARRIS
Chief Compliance Officer, Managing Member
- CRD
- #5183327
- Ownership
- 75% or more
(588) 763-6527
atlas.peak@matrixcapital.com
in linkedin.com/in/quantum-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,218,472 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,218,472 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,218,472
Equity - Exchange:
54.2% Public Funds:
23.9% Cash:
21.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $784,169,665 | 54.2% |
| Public Funds | $345,786,993 | 23.9% |
| Cash | $316,850,842 | 21.9% |
| Total | $1,446,807,500 | 100.0% |