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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Goldman Sachs · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-18-2014
- Office Locations
- 65
Office Locations
About Compound Planning, Inc.
Compound Planning is a New York-based RIA providing modern wealth management for founders, business owners, professionals, retirees, and families. The firm pairs investment management with planning-led advice, including tax-aware equity compensation and stock-option exercise strategy, and can help clients access private investment opportunities alongside public-market portfolios (including ETFs and mutual funds).
Reported data analysis
What the numbers show
Between December 18, 2025 and March 26, 2026, reported AUM increased 60.3%, from $3.0B to $4.8B.
Across 5 reported observations, AUM increased 2713.4% between October 7, 2022 and March 26, 2026, from $172.3M to $4.8B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 76 advisory representatives and 13,653 clients, or 179.6 clients per representative. That equates to $355.1K in reported AUM per client.
The profile lists 65 reported office locations and 11 years in operation. The source data was last updated on July 6, 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
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Compound Planning, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
AKINBOWALE OLUMIDE ADEKEYE
Chief Compliance Officer, General Counsel
- CRD
- --
- Ownership
- Less than 5%
Alexander Mehdi Farman-Farmaian
Chief Executive Officer, DIRECTOR
- CRD
- #7097647
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
Unlock allContacts
WILEY CYRUS BELKNAP
--
- CRD
- #6918773
NATHAN RAHEEL BENGALI
Principal, Senior Wealth Advisor
- CRD
- #6382394
Showing 2 of 83 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,848,634,144 | $556,802 |
| Non-Discretionary | $0 | -- |
| Total | $4,848,634,144 | $556,802 |
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Separately Managed Accounts
SMA allocation detail is available
Compound Planning, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Compound Planning, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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