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- Custodian
- Fidelity/NFS · Interactive Brokers · Raymond James
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-03-2021
- Office Locations
- 1
Office Locations
About Compound Insight
Compound Insight is a Portland, OR advisory firm focused on retail investors, providing wealth planning, portfolio construction, and asset-allocation guidance with an emphasis on public equities and ETF implementation. Led by managing member David Kim, a former value-oriented long/short equity research analyst and Fidelity financial-sector credit analyst (Stanford; Chicago Booth), the firm brings institutional research rigor to client portfolios.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAVID DEAN KIM
Chief Compliance Officer, Managing Member, Partner
- CRD
- #4906946
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,899,144 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,899,144 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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