Verified 10 Nov 2026
Compound Family Offices, LLC
Compound Family Offices, LLC is a fee-only multi-family office in Sarasota, Florida, working with a limited group of wealthy families, often founders and business owners spanning several generations. It pairs investment advice with estate, tax and philanthropic planning, and uses Schwab as custodian. Its Form ADV filed on 23 April 2026 reported $541 million in regulatory assets for 68 clients.
- Type
- Multi-family office
- Location
- Sarasota, Florida, United States
- Sectors
- Public equities, Private funds, Fixed income
- Fund size / AUM
- $541M regulatory AUM (Form ADV, filed 2026-04-23)
- Latest fund or filing
- 23 Apr 2026
Contacts on file
For Compound Family Offices, LLC, the paid file holds: 3 named decision-makers with roles; firm contact email.
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Sources
- adviserinfo.sec.gov/firm/summary/298776
- reports.adviserinfo.sec.gov/reports/ADV/298776/PDF/298776.pdf
- www.compoundfamilyoffices.com/
- www.compoundfamilyoffices.com/about-us
- www.compoundfamilyoffices.com/services
Last checked 10 Nov 2026. Is something wrong? Tell us.
Appears in 9 lists
Family offices in Florida (40)Family offices in the Southeast (72)US family offices that invest in private funds (85)Family offices that invest in fixed income (93)Family offices that invest in private funds (109)Multi-family offices in the United States (193)Multi-family offices (236)Family offices that invest in public equities (274)Family offices in the United States (481)