# Compound Insight

> Compound Insight is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 9, 2026.

- CRD: 298150
- Filed as: COMPOUND INSIGHT
- Legal name: Compound Insight, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Oregon
- Filing period: October 2026
- Form ADV filing dated: January 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/298150
- AdvisorCensus page: https://advisorcensus.com/firm/compound-insight-298150

## Quick answers

**How is Compound Insight compensated?**
On its Form ADV (Item 5.E, October 2026), Compound Insight reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Compound Insight registered with the SEC or a state?**
Compound Insight is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 298150.

**How much does Compound Insight manage?**
Compound Insight reports $2,899,144 in regulatory assets under management in its Form ADV filing dated January 9, 2026 (100% discretionary).

**What types of clients does Compound Insight serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7).

**Does Compound Insight report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/298150

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $2,899,144
- Discretionary: $2,899,144
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $2,899,144 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | August 24, 2021 |
| October 2022 | Not reported | Not reported | January 25, 2022 |
| October 2023 | Not reported | Not reported | January 10, 2023 |
| October 2026 | $2,899,144 | 1 | January 9, 2026 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Compound Insight (CRD 298150): Form ADV filing data as of October 2026.