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COMPOUND FAMILY OFFICES, LLC
CRD 298776File 801-114125
APPROVED
Retail clients
Custody
Filing as of Apr 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$540.8M
Above cohort median (national)
Discretionary AUM
$540.8M
Clients
140
324 accounts
Employees
6
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Oct 11, 2018
- Principal office
- 2033 MAIN STREET, SUITE 202, SARASOTA, FL, 34237
- Phone
- (941) 556-9294
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $540.8M
- Discretionary AUM
- $540.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 324
- Non-discretionary accounts
- 0
- Total accounts
- 324
- AUM per client
- $3.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 4 | $5.7M |
| High net worth individuals | 68 | $511.5M |
| Individuals (other than high net worth individuals) | 68 | $23.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 138 | 140 | increased by2 |
| Apr 1, 2026 | AUM | $480,385,656 | $540,828,257 | increased by$60,442,601 |
| Apr 1, 2026 | Accounts | 288 | 324 | increased by36 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 92 | 138 | increased by46 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $366,536,667 | $480,385,656 | increased by$113,848,989 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 196 | 288 | increased by92 |
| Apr 1, 2022 | Clients | 74 | 92 | increased by18 |
| Apr 1, 2022 | AUM | $302,464,256 | $366,536,667 | increased by$64,072,411 |
| Apr 1, 2022 | Accounts | 166 | 196 | increased by30 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “COMPOUND FAMILY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COMPOUND FAMILY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.