Compound Family Offices, LLC
SEC RegisteredThe Family Office Professionals
About the firm
Compound Family Offices is a fee-only, SEC-registered fiduciary firm dedicated to serving ultra wealthy families through objective, independent, and comprehensive family office services. Acting as a central hub, Compound coordinates with a family's existing advisors to create an integrated approach that addresses all elements of a family's wealth. The firm works with a limited number of families, offering highly customized advice free from commissions or corporate mandates.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
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.
Who they serve
Ultra wealthy families, including founders, business owners, and families spanning multiple generations.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $10M | 1.00% |
| $10M to $20M | 0.85% |
| $20M to $30M | 0.70% |
| $30M to $80M | 0.50% |
| Over $80M | 0.25% |
Data as of April 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Compound Family Offices, LLC 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 the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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