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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Goldman Sachs · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-18-2014
- Office Locations
- 66
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).
Team overview
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Accredited Investors
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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
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WILEY CYRUS BELKNAP
--
- CRD
- #6918773
NATHAN RAHEEL BENGALI
Principal, Senior Wealth Advisor
- CRD
- #6382394
Showing 2 of 84 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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