Compound Family Offices provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, estate planning, family office services, insurance, philanthropic planning, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Compound Family Offices reports 140 clients. They include 68 individual clients, 68 high-net-worth individuals and 4 charitable organizations. Of its assets, 100.0% ($541M across 324 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 49% | 4% |
| High-net-worth individuals | 49% | 95% |
| Charitable organizations | 3% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 68 | $23.6M | 4.4% | $347K |
| High-net-worth individuals | 68 | $512M | 94.6% | $7.52M |
| Charitable organizations | 4 | $5.68M | 1.1% | $1.42M |
| Total | 140 | $541M | 100% | $3.86M |
- Clients
- 68
- Regulatory AUM
- $23.6M
- AUM share
- 4.4%
- Avg. per client
- $347K
- Clients
- 68
- Regulatory AUM
- $512M
- AUM share
- 94.6%
- Avg. per client
- $7.52M
- Clients
- 4
- Regulatory AUM
- $5.68M
- AUM share
- 1.1%
- Avg. per client
- $1.42M
Total
- Clients
- 140
- Regulatory AUM
- $541M
- AUM share
- 100%
- Avg. per client
- $3.86M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Compound Family Offices charges 0.25%–1.00% a year for its Family Office Services. Each asset band is charged at its own rate. The fee is billed in arrears.
| Asset band | Annual rate |
|---|---|
| $0–$10M | 1.00% |
| $10M–$20M | 0.85% |
| $20M–$30M | 0.70% |
| $30M–$80M | 0.50% |
| $80M and above | 0.25% |
Fee details and sources
Scott Gurr owns 50% to 75% of Compound Family Offices. The leadership team of Compound Family Offices includes Chief Compliance Officer Jeffrey Mullens. It has 6 employees, 5 of them in advisory roles.
Staff
- 6 employees
- 5 in advisory functions
- 5 state-registered reps
- Owns 50% to 75% of Compound Family Offices, LLC
Scott Gurr
Control person · since October 2018
- Owns 50% to 75% of Compound Family Offices, LLC
Erik Popham
Control person · since October 2018
Compound Family Offices’ regulatory assets grew 1.8× from $302M (February 2021) to $541M (April 2026); clients rose from 74 to 140 and employees were 6 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Apr 2026April 2026 | $541M | 140 | 6 | 1 |
| Mar 2025March 2025 | $480M | 138 | 6 | 1 |
| Mar 2024March 2024 | $464M | 132 | 6 | 1 |
| Mar 2023March 2023 | $315M | 114 | 6 | 1 |
| Mar 2022March 2022 | $367M | 92 | 6 | 1 |
| Feb 2021February 2021 | $302M | 74 | 6 | 1 |
Besides its headquarters, Compound Family Offices has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 2033 Main Street, Suite 202, SarasotaHQ
Contact and registration details
- Legal name
- Compound Family Offices, LLC
- Headquarters
- 2033 Main Street, Suite 202, Sarasota, FL 34237
- Website
- compoundfamilyoffices.com
- Phone
- 941-556-9294
- SEC file
- 801-114125
- Founded
- 2018
- Structure
- Florida LLC
- Fiscal year end
- December
Compound Family Offices’ named custodian for separately managed accounts is Charles Schwab ($477M). Compound Family Offices has custody of $170M for 70 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $477M100%
At year end, Compound Family Offices’ separately managed accounts were mostly in funds (50%) and bonds (21%).
What the accounts hold
- Stocks16%
- Funds50%
- Registered funds31%
- Pooled vehicles19%
- Bonds21%
- State and local bonds19%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash13%
How many clients does Compound Family Offices have?
Compound Family Offices has 140 clients and manages $541 million for them, as of April 2026. They include 68 individual clients, 68 high-net-worth individuals and 4 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 April 2026
What services does Compound Family Offices offer?
Compound Family Offices provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, estate planning, family office services, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Compound Family Offices charge?
Compound Family Offices charges 0.25%–1.00% a year for its Family Office Services. Each asset band is charged at its own rate. The fee is billed in arrears.
Source: COMPOUND FAMILY OFFICES FORM ADV PART 2, filed 23 April 2026
Which custodians does Compound Family Offices use?
Compound Family Offices’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $477M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 April 2026
How many financial advisors does Compound Family Offices have?
Compound Family Offices has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Compound Family Offices invest in?
At the end of its last fiscal year, Compound Family Offices’ separately managed accounts held 31% registered funds (mutual funds, ETFs, BDCs), 19% state and local bonds, 19% pooled vehicles (private funds and similar), 16% exchange-traded equities, 13% cash and equivalents, 1% U.S. government and agency bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Compound Family Offices?
Compound Family Offices’ direct owners are Scott Gurr (50% to 75%) and Erik Popham (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 23 April 2026
How does Compound Family Offices get paid?
Compound Family Offices is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Compound Family Offices?
Compound Family Offices’ main office is at 2033 Main Street, Suite 202, Sarasota, FL 34237. Its phone number is 941-556-9294. Its website is compoundfamilyoffices.com.