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COMPOUND FAMILY OFFICES, LLC

SARASOTA, FL · CRD 298776 · IAPD ↗ · compoundfamilyoffices.com · (941) 556-9294

$540.8MRegulatory AUM
5Advisory reps
6Employees
0Clients
101-250Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — COMPOUND FAMILY OFFICES, LLC crossed $500M in regulatory AUM ($480.4M -> $540.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
61
April 2024 — COMPOUND FAMILY OFFICES, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
67
April 2024 — COMPOUND FAMILY OFFICES, LLC reported RAUM up 47% ($314.6M -> $463.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.