C
$28.4M Total AUM
$28.4M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-04-2013
- Office Locations
- 1
Office Locations
-- Sparta MI
About Compound Value Advisers, LLC
Compound Value Advisers, LLC is a Sparta-based RIA. The firm has been operating for 12 years. Managing $28.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
51 AVG AGE
$28.4M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
12.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Radial Insight timber Pathway horizon Beacon vector
Client Personas
Peak alpha
Investment Themes
Peak element
Investment Vehicles
Crest atlas
Services
Crest Horizon Wave
Owner & Executives
JEROME WAYNE MATECUN JR.
Founder, Managing Member, Owner, PRINCIPAL
- CRD
- #2965979
- Ownership
- 75% or more
(485) 728-9193
timber.summit@ridgecapital.com
in linkedin.com/in/optima-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,416,071 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,416,071 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,416,071
Equity - Exchange:
15.2% Public Funds:
20.0% Other:
29.2% Equity - OTC:
19.2% Municipal Bonds:
16.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $703,116,084 | 15.2% |
| Public Funds | $925,152,742 | 20.0% |
| Other | $1,350,723,004 | 29.2% |
| Equity - OTC | $888,146,633 | 19.2% |
| Municipal Bonds | $758,625,249 | 16.4% |
| Total | $4,625,763,712 | 100.0% |