Compound Advisory
RIAState Registered
Total AUM
$21.2M
Discretionary
$21.2M
100% of AUM
Avg account
$276K
Accounts
77
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 334484
- Website
- compoundadvisory.co
- Custodians
- ALTRUIST, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.22%
- Individuals6.78%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Compound Advisory is a Maryland-based independent registered investment adviser organized as an LLC that advises individual and family clients. The firm bills on a percentage-of-assets basis and provides financial planning alongside portfolio management for individuals and small businesses. It does not position itself as a capital allocator or pension consultant and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities72%
- Public Funds/Mutual Funds21%
- Cash & Cash Equivalents7%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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