CRD: 298776
Compound Family Offices, LLC
$540.8M Total AUM
$540.8M Disc. AUM
19.8% 3Y CAGR
6 Employees
140 ADV. Clients
7 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Focus
- Established Date
- 10-11-2018
- Office Locations
- 1
Office Locations
2033 Main Street Suite 202 Sarasota FL
About Compound Family Offices, LLC
Compound Family Offices, LLC is a Sarasota-based RIA. The firm has been operating for 7 years. Managing $540.8M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Charitable Giving, Estate Planning.
Team overview
45 AVG AGE
$108.2M AVG AUM / ADVISOR
$3.9M AVG AUM / CLIENT
6.9 yrs AVG TENURE
6 Employees
5 Advisory Reps
5 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Focus pathway Eagle Focus north Bridge focus Eagle element
Client Personas
Zenith bridge
Custodian
Frontier Pathway beacon Value
Investment Themes
Pioneer Atlas Summit delta
Investment Vehicles
Pathway prime
Platform
Oak signal
Services
Unison legacy Capital focus Harbor Catalyst Frontier Wave Ember pioneer Focus vector Legacy
Technology
Alpha
Owner & Executives
SCOTT FREDERICK GURR
Investment Advisor, Manager
- CRD
- #4526097
- Ownership
- 50% but less than 75%
(945) 311-1320
meridian.horizon@alphacapital.com
in linkedin.com/in/focus-optima
ERIK CHARLES POPHAM
Manager, Vice President
- CRD
- #5408076
- Ownership
- 50% but less than 75%
(612) 982-2891
signal.eagle@quantumcapital.com
in linkedin.com/in/foundation-meridian
O
Oak optima
Legacy delta
- CRD
- #57471
- Ownership
- 28.4%
(861) 850-7030
legacy.beacon@vectorcapital.com
in linkedin.com/in/summit-harbor
Showing 2 of 3 owners & executives
Unlock allContacts
KRISTINA B BRYN
Wealth Advisor
- CRD
- #5645319
(388) 396-6148
ridge.vital@elementcapital.com
in linkedin.com/in/prime-delta
J
JEFFREY JOSEPH HENRY DEVINE
Financial Advisor, General Partner
- CRD
- #5277039
(679) 400-2053
catalyst.radial@legacycapital.com
in linkedin.com/in/harbor-catalyst
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $540,828,257 | $1,669,223 |
| Non-Discretionary | $0 | -- |
| Total | $540,828,257 | $1,669,223 |
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Separately Managed Accounts
Total SMA Asset: $540,828,257
Public Funds:
17.1% Municipal Bonds:
15.3% Private Funds:
16.0% Equity - Exchange:
19.0% Cash:
7.9% Corporate - Investment Grade:
12.6% U.S. Government/Agency:
12.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $124,344,485 | 17.1% |
| Municipal Bonds | $111,255,592 | 15.3% |
| Private Funds | $116,345,717 | 16.0% |
| Equity - Exchange | $138,160,539 | 19.0% |
| Cash | $57,445,698 | 7.9% |
| Corporate - Investment Grade | $91,622,252 | 12.6% |
| U.S. Government/Agency | $87,986,449 | 12.1% |
| Total | $727,160,732 | 100.0% |