Erik Charles Popham
Investment Adviser Representative at Compound Family Offices, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Erik Charles Popham is an investment adviser representative with Compound Family Offices, LLC in Sarasota, FL, where they have been registered since 2019. They have worked in the securities industry since 2008 and were previously registered with Genspring Family Offices, LLC. They are registered to provide investment advice in Florida.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Genspring Family Offices, LLCJul 2007 – Dec 2017Sarasota, FL
- Compound Family Offices, LLCOct 2018 – no end date reportedSarasota, FL
- GenSpring | SunTrust Private Wealth ManagementJan 2018 – Oct 2018Tampa, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Compound Family Offices, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $10,000,000 (waivable)
- First $10M1.00%
- $10M to $20M0.85%
- $20M to $30M0.70%
- $30M to $80M0.50%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment advisory, estate and gift and trust planning, integrated tax planning, philanthropic planning, governance and education, and asset protection planning. The firm also coordinates lending solutions and corporate trustee services through partner relationships.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Sarasota, FL
- SEC file number:
- 801-114125
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 23, 2026
View full firm profileOther advisors at Compound Family Offices, LLC
4 other advisors in the directory
Similar advisors in Sarasota, FL
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Erik Charles Popham has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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