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- Custodian
- Fidelity/NFS · Interactive Brokers · Raymond James
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 7 clients, or 7 clients per representative. That equates to $414.2K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on January 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Compound Insight record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID DEAN KIM
Chief Compliance Officer, Managing Member, Partner
- CRD
- #4906946
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Compound Insight has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.