# Compound Family Offices, LLC

> Compound Family Offices, LLC is an SEC-registered investment advisory firm in Sarasota, FL, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 23, 2026.

- CRD: 298776
- Filed as: COMPOUND FAMILY OFFICES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sarasota, FL
- Filing period: October 2026
- Form ADV filing dated: April 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298776
- AdvisorCensus page: https://advisorcensus.com/firm/compound-family-offices-llc-sarasota-fl-298776

## Quick answers

**How is Compound Family Offices, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Compound Family Offices, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Compound Family Offices, LLC located?**
Compound Family Offices, LLC's principal office is in Sarasota, FL, according to its Form ADV.

**Is Compound Family Offices, LLC registered with the SEC or a state?**
Compound Family Offices, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 298776.

**How much does Compound Family Offices, LLC manage?**
Compound Family Offices, LLC reports $540,828,257 in regulatory assets under management in its Form ADV filing dated April 23, 2026 (100% discretionary).

**How have Compound Family Offices, LLC's assets and staff changed since 2021?**
In the Form ADV data for Compound Family Offices, LLC: Regulatory assets under management: $302,464,256 in the October 2021 data and $540,828,257 in the October 2026 data, up 79%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Compound Family Offices, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (68); high net worth individuals (68); charitable organizations (4).

**Which custodians does Compound Family Offices, LLC use?**
Compound Family Offices, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Compound Family Offices, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/298776

**Does Compound Family Offices, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated April 23, 2026 says: "We generally require that family relationships have a minimum of $10,000,000 in assets to engage and maintain an advisory relationship with our firm."

**What changed in Compound Family Offices, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $480,385,656 to $540,828,257 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated April 23, 2026)

- Account minimum: $10,000,000

> We generally require that family relationships have a minimum of $10,000,000 in assets to engage and maintain an advisory relationship with our firm.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $540,828,257
- Discretionary: $540,828,257
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 68 | $23,606,814 |
| High net worth individuals | 68 | $511,540,950 |
| Charitable organizations | 4 | $5,680,493 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (7 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [compoundfamilyoffices.com](https://compoundfamilyoffices.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $302,464,256 | 6 | February 25, 2021 |
| October 2022 | $366,536,667 | 6 | March 23, 2022 |
| October 2023 | $314,617,863 | 6 | March 27, 2023 |
| October 2024 | $463,668,532 | 6 | March 21, 2024 |
| October 2025 | $480,385,656 | 6 | March 24, 2025 |
| October 2026 | $540,828,257 | 6 | April 23, 2026 |

Regulatory assets under management: $302,464,256 in the October 2021 data and $540,828,257 in the October 2026 data, up 79%.
Total employees: 6 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $480,385,656 to $540,828,257 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Compound Family Offices, LLC (CRD 298776): Form ADV filing data as of October 2026.