Compound Family Offices, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$535,147,764
Clients
136
Advisors
5
of 6 employees
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
Expertise
Occupation focus
Demographic focus
Fee options
$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%
Account minimum: $10,000,000 Fee-only: Annual asset-based fee on a blended tiered schedule as detailed; fee-only advisory services
Main office
2033 Main Street, Suite 202
Sarasota FL 34237
Advisors at this office
5
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
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.
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.
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.
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.
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