Compound Family Offices, LLC

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Client assets under management

$535,147,764

Clients

136

50% high-net-worth

Advisors

of 6 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

Very Low

Average account size

$3,934,910

About

Compound Family Offices provides comprehensive family office services to ultra‑high‑net‑worth families, their trusts, estates, retirement accounts, and related entities, generally requiring a family relationship to have at least $10 million in assets to engage the firm. Services include discretionary portfolio management, coordination with other advisors, estate, tax, and philanthropic planning, consolidated reporting, trust administration assistance, and family governance and education.

The firm’s investment advice is delivered by a multi‑disciplinary team that combines quantitative and qualitative analysis and may allocate across third‑party managers, mutual funds, ETFs, private funds, and direct‑indexing strategies, with continuous monitoring and periodic rebalancing. Compound discloses use of AI tools for analysis and meeting transcription (with an opt‑out option) and may incorporate liquidity solutions such as securities‑backed lines of credit into planning, while noting the attendant risks and potential conflicts.

Noteworthy features for this team firm include managing over $540 million in discretionary assets with a five‑advisor team and an explicit policy that it does not offer stand‑alone financial plans as a separate product. Compound also discloses specific operational relationships and potential conflicts—most prominently a custodial relationship with Schwab that includes a business loan to the firm guaranteed by the firm’s principals and covenants to maintain substantial client assets at that custodian—while stating it negotiates third‑party manager fees for clients and does not receive direct compensation from those managers.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Tax-loss harvesting Wealth management Concentrated stock management

Occupation focus

Founder/Business Owner Retired Executive

Demographic focus

Established Professionals

Fee options

Percentage

$0 - $10,000,000: 1.00% $10,000,001 - $20,000,000: 0.85% $20,000,001 - $30,000,000: 0.70% $30,000,001 - $80,000,000: 0.50% $80,000,001+: 0.25%

Other

Account minimum: $10,000,000 Fee-only: Annual asset-based fee on a blended tiered schedule as detailed; fee-only advisory services

Main office location

Compound Family Offices, LLC

2033 Main Street, Suite 202

Sarasota FL 34237, United States

Number of offices

Most active in

Florida

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website (941) 556-9294

Advisors at this firm

Scott G

PFS™, Series 63, Series 65

Sarasota, FL

Compound Family Offices, LLC

Scott Gurr is a financial advisor at Compound Family Offices, LLC with 23 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Prior to joining Compound Family Offices in 2018, he spent 11 years at GenSpring Family Offices, LLC. Compound Family Offices provides tailored family office services primarily to ultra-high net worth families and their related entities. The firm offers comprehensive financial, tax, estate, and philanthropic planning, along with discretionary portfolio management and consolidated reporting across multiple accounts and non-managed assets.

Tax-loss harvesting Wealth management Concentrated stock management Founder/Business Owner Retired Executive Established Professionals

Erik P

CFA®

Sarasota, FL

Compound Family Offices, LLC

Erik Popham is a CFA® charterholder with 17 years of industry experience. He has been with Compound Family Offices, LLC since 2018 and previously worked at GenSpring Family Offices, LLC from 2007 to 2017. Compound Family Offices provides tailored family office services primarily to ultra-high net worth families and related entities. The firm focuses on discretionary portfolio management with customized asset allocation, ongoing monitoring, and consolidated reporting that includes both managed and non-managed assets.

Tax-loss harvesting Wealth management Concentrated stock management Founder/Business Owner Retired Executive Established Professionals

Jeffrey M

CFA®

Sarasota, FL

Compound Family Offices, LLC

Jeffrey Mullens is a CFA® charterholder with seven years of industry experience. He has been with Compound Family Offices, LLC since 2018 and previously worked at GenSpring Family Offices and Madison Homes. Compound Family Offices provides tailored family office services primarily to ultra-high net worth families and related entities, offering comprehensive financial, tax, estate, and philanthropic planning. The firm emphasizes discretionary portfolio management with customized asset allocation, ongoing monitoring, and consolidated reporting that includes assets not directly managed by the firm.

Tax-loss harvesting Wealth management Concentrated stock management Founder/Business Owner Retired Executive Established Professionals

Kristina B

Series 65

Sarasota, FL

Compound Family Offices, LLC

Kristina Bryn is a financial advisor with Compound Family Offices, LLC, holding a Series 65 designation and 14 years of industry experience. She previously worked at Genspring Family Offices, LLC and its successor entities for a combined 11 years before joining Compound Family Offices in 2020. Compound Family Offices provides tailored family office services primarily to ultra-high net worth families and related entities. The firm offers comprehensive financial, tax, estate, and trust planning services, delivering investment management through discretionary portfolio management with customized asset allocation and consolidated reporting.

Tax-loss harvesting Wealth management Concentrated stock management Founder/Business Owner Retired Executive Established Professionals

Jeffrey D

CFA®, Series 65

Sarasota, FL

Compound Family Offices, LLC

Jeffrey Devine is a CFA® charterholder with nine years of experience in financial advisory. He has been with Compound Family Offices, LLC since 2020 and previously worked at Suntrust Advisory Services, Inc., Genspring SunTrust Private Wealth, and GenSpring Family Offices, LLC. Outside of his advisory role, he engages in restaurant service reviews as an independent contractor, a hobby unrelated to investments. Compound Family Offices provides tailored family office services primarily to ultra-high net worth families and related entities, focusing on discretionary portfolio management with customized asset allocation and consolidated reporting across managed and non-managed assets.

Tax-loss harvesting Wealth management Concentrated stock management Founder/Business Owner Retired Executive Established Professionals

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