Active
COMPOUND FAMILY OFFICES, LLC
Investment Advice|SARASOTA, FL
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$480.4M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 480.4M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 298776 |
| SEC Number | 801-114125 |
| Street Address | 2033 MAIN STREET |
| Street Address 2 | SUITE 202 |
| Location | SARASOTA, FL 34237 |
| Country | United States |
| Phone | (941) 556-9294 |
| Total Employees | 6 |
Client Count by Type (138 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 74 |
| High Net Worth Individual… | 60 |
| Charitable Organizations | 4 |
Community Partners
CITY OF ANNA MARIA
CITY OF BRADENTON
CITY OF BRADENTON BEACH
CITY OF HOLMES BEACH
CITY OF PALMETTO
CITY OF SARASOTA
COUNTY OF MANATEE
TOWN OF LONGBOAT KEY
CITY OF ANNA MARIA
CITY OF BRADENTON
CITY OF BRADENTON BEACH
CITY OF HOLMES BEACH
CITY OF PALMETTO
CITY OF SARASOTA
COUNTY OF MANATEE
TOWN OF LONGBOAT KEY
CITY OF ANNA MARIA
CITY OF BRADENTON
CITY OF BRADENTON BEACH
CITY OF HOLMES BEACH
CITY OF PALMETTO
CITY OF SARASOTA
COUNTY OF MANATEE
TOWN OF LONGBOAT KEY
Municipal Government
8 Active
8
Organizations
AQUA BY THE BAY COMMUNITY DEVELOPMENT DISTRICT
AQUA ONE COMMUNITY DEVELOPMENT DISTRICT
ARTISAN LAKES COMMUNITY DEVELOPMENT DIST
ARTISAN LAKES EAST COMMUNITY DEVELOPMENT DISTRICT
AVIARY AT RUTLAND RANCH COMMUNITY DEVELOPMENT DISTRICT
BAYSHORE GARDENS PARK AND RECREATION DISTRICT
BRADENTON CITY HOUSING AUTHORITY
BROOKSTONE COMMUNITY DEVELOPMENT DISTRICT
BUCKEYE PARK COMMUNITY DEVELOPMENT DIST
BUCKHEAD TRAILS COMMUNITY DEVELOPMENT DISTRICT
BUCKHEAD TRAILS II COMMUNITY DEVELOPMENT DISTRICT
CEDAR HAMMOCK FIRE CONTROL DISTRICT
CODDINGTON COMMUNITY DEVELOPMENT DISTRICT
COPPERSTONE COMMUNITY DEVELOPMENT DISTRICT
CROSSCREEK COMMUNITY DEVELOPMENT DISTRICT
CURIOSITY CREEK COMMUNITY DEVELOPMENT DISTRICT
DUETTE FIRE AND RESCUE DISTRICT
DW BAYVIEW COMMUNITY DEVELOPMENT DISTRICT
EAGLE POINTE COMMUNITY DEVELOPMENT DISTRICT
EAST MANATEE FIRE RESCUE DISTRICT
AQUA BY THE BAY COMMUNITY DEVELOPMENT DISTRICT
AQUA ONE COMMUNITY DEVELOPMENT DISTRICT
ARTISAN LAKES COMMUNITY DEVELOPMENT DIST
ARTISAN LAKES EAST COMMUNITY DEVELOPMENT DISTRICT
AVIARY AT RUTLAND RANCH COMMUNITY DEVELOPMENT DISTRICT
BAYSHORE GARDENS PARK AND RECREATION DISTRICT
BRADENTON CITY HOUSING AUTHORITY
BROOKSTONE COMMUNITY DEVELOPMENT DISTRICT
BUCKEYE PARK COMMUNITY DEVELOPMENT DIST
BUCKHEAD TRAILS COMMUNITY DEVELOPMENT DISTRICT
BUCKHEAD TRAILS II COMMUNITY DEVELOPMENT DISTRICT
CEDAR HAMMOCK FIRE CONTROL DISTRICT
CODDINGTON COMMUNITY DEVELOPMENT DISTRICT
COPPERSTONE COMMUNITY DEVELOPMENT DISTRICT
CROSSCREEK COMMUNITY DEVELOPMENT DISTRICT
CURIOSITY CREEK COMMUNITY DEVELOPMENT DISTRICT
DUETTE FIRE AND RESCUE DISTRICT
DW BAYVIEW COMMUNITY DEVELOPMENT DISTRICT
EAGLE POINTE COMMUNITY DEVELOPMENT DISTRICT
EAST MANATEE FIRE RESCUE DISTRICT
AQUA BY THE BAY COMMUNITY DEVELOPMENT DISTRICT
AQUA ONE COMMUNITY DEVELOPMENT DISTRICT
ARTISAN LAKES COMMUNITY DEVELOPMENT DIST
ARTISAN LAKES EAST COMMUNITY DEVELOPMENT DISTRICT
AVIARY AT RUTLAND RANCH COMMUNITY DEVELOPMENT DISTRICT
BAYSHORE GARDENS PARK AND RECREATION DISTRICT
BRADENTON CITY HOUSING AUTHORITY
BROOKSTONE COMMUNITY DEVELOPMENT DISTRICT
BUCKEYE PARK COMMUNITY DEVELOPMENT DIST
BUCKHEAD TRAILS COMMUNITY DEVELOPMENT DISTRICT
BUCKHEAD TRAILS II COMMUNITY DEVELOPMENT DISTRICT
CEDAR HAMMOCK FIRE CONTROL DISTRICT
CODDINGTON COMMUNITY DEVELOPMENT DISTRICT
COPPERSTONE COMMUNITY DEVELOPMENT DISTRICT
CROSSCREEK COMMUNITY DEVELOPMENT DISTRICT
CURIOSITY CREEK COMMUNITY DEVELOPMENT DISTRICT
DUETTE FIRE AND RESCUE DISTRICT
DW BAYVIEW COMMUNITY DEVELOPMENT DISTRICT
EAGLE POINTE COMMUNITY DEVELOPMENT DISTRICT
EAST MANATEE FIRE RESCUE DISTRICT
Special District
88 Active
88
Organizations
MANATEE COUNTY SCHOOL DISTRICT
STATE COLLEGE OF FLORIDA, MANATEE-SARASOTA
MANATEE COUNTY SCHOOL DISTRICT
STATE COLLEGE OF FLORIDA, MANATEE-SARASOTA
MANATEE COUNTY SCHOOL DISTRICT
STATE COLLEGE OF FLORIDA, MANATEE-SARASOTA
School District
2 Active
2
Organizations
100 DAY PEACE MOVEMENT INC
1100 CENTRAL AVENUE CORPORATION
129 TAMPA BAY
15 LIGHTYEARS FOUNDATION INC
1684261 TOAST ON THE TOWN
1992 UNITED STATES FIGURE SKATING CHAMPIONSHIP INC
21ST CENTURY MINISTRIES INC
2200242 DEMANDIALOGUE SPEAKERS
23RD BOMBARDMENT SQUADRON H ASSOCIATION
2 B KIND CORPORATION
2ND STORY MINISTRIES INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
50PLUS FYI RESOURCE NETWORK INC
727 SALUTE INC
750 CLUB BASEBALL
941 VETS INC
100 DAY PEACE MOVEMENT INC
1100 CENTRAL AVENUE CORPORATION
129 TAMPA BAY
15 LIGHTYEARS FOUNDATION INC
1684261 TOAST ON THE TOWN
1992 UNITED STATES FIGURE SKATING CHAMPIONSHIP INC
21ST CENTURY MINISTRIES INC
2200242 DEMANDIALOGUE SPEAKERS
23RD BOMBARDMENT SQUADRON H ASSOCIATION
2 B KIND CORPORATION
2ND STORY MINISTRIES INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
50PLUS FYI RESOURCE NETWORK INC
727 SALUTE INC
750 CLUB BASEBALL
941 VETS INC
100 DAY PEACE MOVEMENT INC
1100 CENTRAL AVENUE CORPORATION
129 TAMPA BAY
15 LIGHTYEARS FOUNDATION INC
1684261 TOAST ON THE TOWN
1992 UNITED STATES FIGURE SKATING CHAMPIONSHIP INC
21ST CENTURY MINISTRIES INC
2200242 DEMANDIALOGUE SPEAKERS
23RD BOMBARDMENT SQUADRON H ASSOCIATION
2 B KIND CORPORATION
2ND STORY MINISTRIES INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
50PLUS FYI RESOURCE NETWORK INC
727 SALUTE INC
750 CLUB BASEBALL
941 VETS INC
Nonprofit Organization
4673 Active
4673
Organizations
Community Partners110 organizations
CITY OF ANNA MARIA
Municipal Government·ANNA MARIA
CITY OF HOLMES BEACH
Municipal Government·HOLMES BEACH
CITY OF PALMETTO
Municipal Government·PALMETTO
CITY OF SARASOTA
Municipal Government·SARASOTA
AQUA BY THE BAY COMMUNITY DEVELOPMENT DISTRICT
Special District·ORLANDO
ARTISAN LAKES COMMUNITY DEVELOPMENT DIST
Special District·TAMPA
AVIARY AT RUTLAND RANCH COMMUNITY DEVELOPMENT DISTRICT
Special District·TALLAHASSEE
BAYSHORE GARDENS PARK AND RECREATION DISTRICT
Special District·BRADENTON
BUCKEYE PARK COMMUNITY DEVELOPMENT DIST
Special District·TAMPA
BUCKHEAD TRAILS II COMMUNITY DEVELOPMENT DISTRICT
Special District·TAMPA
CEDAR HAMMOCK FIRE CONTROL DISTRICT
Special District·BRADENTON
CODDINGTON COMMUNITY DEVELOPMENT DISTRICT
Special District·BOCA RATON
COPPERSTONE COMMUNITY DEVELOPMENT DISTRICT
Special District·TAMPA
CROSSCREEK COMMUNITY DEVELOPMENT DISTRICT
Special District·TAMPA
CURIOSITY CREEK COMMUNITY DEVELOPMENT DISTRICT
Special District·TAMPA
DUETTE FIRE AND RESCUE DISTRICT
Special District·DUETTE
DW BAYVIEW COMMUNITY DEVELOPMENT DISTRICT
Special District·TALLAHASSEE
EAGLE POINTE COMMUNITY DEVELOPMENT DISTRICT
Special District·RIVERVIEW
FOREST CREEK COMMUNITY DEVELOPMENT DISTRICT
Special District·SARASOTA
GREYHAWK LANDING COMMUNITY DEVELOPMENT DISTRICT
Special District·RIVERVIEW
HARBOURAGE AT BRADEN RIVER COMMUNITY DEVELOPMENT DISTRICT
Special District·TAMPA
HARRISON RANCH COMMUNITY DEVELOPMENT DIST
Special District·TAMPA
HERITAGE HARBOUR MARKET PLACE COMMUNITY DEVELOPMENT DISTRICT
Special District·TALLAHASSEE
HERITAGE HARBOUR NORTH COMMUNITY DEVELOPMENT DISTRICT
Special District·TALLAHASSEE
HERITAGE HARBOUR SOUTH COMMUNITY DEVELOPMENT DISTRICT
Special District·TALLAHASSEE
LAKE FLORES COMMUNITY DEVELOPMENT DISTRICT
Special District·BOCA RATON
LAKEWOOD RANCH COMMUNITY DEVELOPMENT DISTRICT 1
Special District·LAKEWOOD RANCH
LAKEWOOD RANCH COMMUNITY DEVELOPMENT DISTRICT 2
Special District·LAKEWOOD RANCH
LAKEWOOD RANCH COMMUNITY DEVELOPMENT DISTRICT 4
Special District·LAKEWOOD RANCH
LAKEWOOD RANCH COMMUNITY DEVELOPMENT DISTRICT 5
Special District·LAKEWOOD RANCH
LAKEWOOD RANCH COMMUNITY DEVELOPMENT DISTRICT 6
Special District·LAKEWOOD RANCH
LAKEWOOD RANCH STEWARDSHIP DISTRICT
Special District·TALLAHASSEE
LEGENDS BAY COMMUNITY DEVELOPMENT DISTRICT
Special District·TAMPA
LEXINGTON COMMUNITY DEVELOPMENT DISTRICT
Special District·CORAL SPRINGS
MANATEE COUNTY PORT AUTHORITY
Special District·PALMETTO
MANATEE RIVER SOIL AND WATER CONSERVATION DISTRICT
Special District·SARASOTA
MANDARIN GROVE COMMUNITY DEVELOPMENT DISTRICT
Special District·SARASOTA
NEWPORT ISLES COMMUNITY DEVELOPMENT DISTRICT
Special District·BOCA RATON
NORTHLAKE STEWARDSHIP DISTRICT
Special District·TALLAHASSEE
PALMA SOLA TRACE COMMUNITY DEVELOPMENT DISTRICT
Special District·RIVERVIEW
PALMETTO PINES COMMUNITY DEVELOPMENT DIST
Special District·ORLANDO
PALMS OF TERRA CDD
Special District·PALMETTO
STATE COLLEGE OF FLORIDA, MANATEE-SARASOTA
School District·BRADENTON
100 DAY PEACE MOVEMENT INC
Nonprofit Organization·BRADENTON
1100 CENTRAL AVENUE CORPORATION
Nonprofit Organization·SARASOTA
129 TAMPA BAY
Nonprofit Organization·Bradenton
15 LIGHTYEARS FOUNDATION INC
Nonprofit Organization·LONGWOOD
1684261 TOAST ON THE TOWN
Nonprofit Organization·Bradenton
1992 UNITED STATES FIGURE SKATING CHAMPIONSHIP INC
Nonprofit Organization·Longwood
21ST CENTURY MINISTRIES INC
Nonprofit Organization·BRADENTON
2200242 DEMANDIALOGUE SPEAKERS
Nonprofit Organization·Palmetto
23RD BOMBARDMENT SQUADRON H ASSOCIATION
Nonprofit Organization·Bradenton
2 B KIND CORPORATION
Nonprofit Organization·Venice
2ND STORY MINISTRIES INC
Nonprofit Organization·Sarasota
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Sarasota
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Sarasota
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Sarasota
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·SARASOTA
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Sarasota
50PLUS FYI RESOURCE NETWORK INC
Nonprofit Organization·Longwood
727 SALUTE INC
Nonprofit Organization·Sarasota
750 CLUB BASEBALL
Nonprofit Organization·Longwood
941 VETS INC
Nonprofit Organization·Sarasota
99 MOVEMENT
Nonprofit Organization·Lakewood Ranch
Aberdeen Foundation Inc
Nonprofit Organization·Sarasota
A BETTER CHOICE FOUNDATION
Nonprofit Organization·SARASOTA
ABILITY TO INCLUDE
Nonprofit Organization·SARASOTA
A BOND OF LOVE ADOPTION AGENCY INC
Nonprofit Organization·SARASOTA
ABRAHAMIC REUNION INC
Nonprofit Organization·SARASOTA
ABSTINENCE ENRICHMENT THROUGH ENLIGHTENMENT SERVICES INC
Nonprofit Organization·SARASOTA
ABUNDANT LIFE MINISTRIES FOR PERU INC
Nonprofit Organization·VENICE
ACA COUNCIL OF CHIROPRACTIC ACUPUNCTURE
Nonprofit Organization·Longwood
ACADEMIC EMPOWERMENT AGENCY INC
Nonprofit Organization·SARASOTA
ACADEMY FOR LEADERSHIP AND SOCIAL DEVELOPMENT
Nonprofit Organization·Lakewood Ranch
ACADEMY FOR MAXIMUM PERFORMANCE
Nonprofit Organization·Bradenton
ACADEMY OF CLINICAL THYROIDOLOGISTS INC
Nonprofit Organization·SARASOTA
Academy of Dental Management Consultants Inc
Nonprofit Organization·Bradenton
ACADEMY OF MANAGED CARE PHARMACY
Nonprofit Organization·Bradenton
ACA OF CENTRAL FLORIDA INC
Nonprofit Organization·LONGWOOD
ACCESS GRANTED NOW INC
Nonprofit Organization·PARRISH
ACE MENTOR PROGRAM OF AMERICA INC
Nonprofit Organization·VENICE
A CHARITY EMPOWERED TO SAVE SOULS
Nonprofit Organization·Longwood
ACTION TOGETHER SUNCOAST
Nonprofit Organization·Bradenton
ACTORS WAREHOUSE INC
Nonprofit Organization·Sarasota
Acts of Love Ministries Inc
Nonprofit Organization·Lakewood Ranch
ADAMS GARDEN OF SON SHINE INC
Nonprofit Organization·Longwood
ADARSH CHARITABLE FOUNDATION INC
Nonprofit Organization·PARRISH
ADDICTS PARENTS UNITED INC
Nonprofit Organization·Lakewood Ranch
A DIFFERENT PATH INCORPORATED
Nonprofit Organization·Sarasota
AD IMPACT INC
Nonprofit Organization·SARASOTA
ADVANCED NETWORK & SERVICES INC
Nonprofit Organization·Sarasota
Adventure for All Corporation
Nonprofit Organization·SARASOTA
Adventures in Learning Inc
Nonprofit Organization·Palmetto