COMPOUND PLANNING, INC.
CRD #171787 SEC #801-126007 NEW YORK, NY 888-533-9364
SEC Registered
Total AUM
$3B
Discretionary
$3B
Employees
104
Clients
251
Accounts
6,372
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $3B | $3B | $0 | 104 | 0 |
| Oct 2025 | $3B | $3B | $0 | 104 | 0 |
| Sep 2025 | $3B | $3B | $0 | 104 | 0 |
| Apr 2025 | $3B | $3B | $0 | 104 | 0 |
| Apr 2025 | $3B | $3B | $0 | 104 | 0 |
| Feb 2025 | $1.4B | $983.5M | $412.5M | 70 | 217 |
| Feb 2025 | $1.4B | $983.5M | $412.5M | 70 | 217 |
| Jan 2025 | $1.4B | $983.5M | $412.5M | 70 | 217 |
| Jan 2025 | $1.4B | $983.5M | $412.5M | 70 | 217 |
| Jan 2025 | $1.4B | $983.5M | $412.5M | 70 | 217 |
| Dec 2024 | $1.4B | $983.5M | $412.5M | 70 | 217 |
| Nov 2024 | $1.4B | $983.5M | $412.5M | 70 | 217 |
| Nov 2024 | $1.4B | $983.5M | $412.5M | 70 | 217 |
| Nov 2024 | $1.4B | $983.5M | $412.5M | 70 | 217 |
| Nov 2024 | $1.4B | $983.5M | $412.5M | 70 | 217 |
| Nov 2024 | $1.4B | $983.5M | $412.5M | 70 | 217 |
| Oct 2024 | $1.4B | $983.5M | $412.5M | 70 | 217 |
| Oct 2024 | $1.4B | $983.5M | $412.5M | 70 | 217 |
| Aug 2024 | $1.4B | $983.5M | $412.5M | 70 | 217 |
| Jul 2024 | $1.4B | $983.5M | $412.5M | 70 | 217 |
| Jul 2024 | $1.4B | $983.5M | $412.5M | 70 | 217 |
| Apr 2024 | $1.4B | $983.5M | $412.5M | 70 | 217 |
| Mar 2024 | $1.4B | $983.5M | $412.5M | 70 | 217 |
| Jan 2024 | $1.1B | $1B | $118.3M | 65 | 217 |
| Jan 2024 | $1.1B | $1B | $118.3M | 65 | 217 |
| Oct 2023 | $1.1B | $1B | $118.3M | 65 | 217 |
| Oct 2023 | $1.1B | $1B | $118.3M | 65 | 217 |
| Sep 2023 | $429.8M | $429.8M | $0 | 38 | 0 |
| Sep 2023 | $429.8M | $429.8M | $0 | 38 | 0 |
| Jun 2023 | $429.8M | $429.8M | $0 | 38 | 0 |
| May 2023 | $429.8M | $429.8M | $0 | 38 | 0 |
| Apr 2023 | $429.8M | $429.8M | $0 | 38 | 0 |
| Apr 2023 | $429.8M | $429.8M | $0 | 38 | 0 |
| Feb 2023 | $172.3M | $172.3M | $0 | 12 | 0 |
| Oct 2022 | $172.3M | $172.3M | $0 | 12 | 0 |
| Sep 2022 | $172.3M | $172.3M | $0 | 12 | 0 |
| Aug 2022 | $172.3M | $172.3M | $0 | 12 | 0 |
| Jul 2022 | $100.8M | $100.8M | $0 | 6 | 100 |
| Jul 2022 | $100.8M | $100.8M | $0 | 6 | 100 |
| Jun 2022 | $100.8M | $100.8M | $0 | 6 | 100 |
| Jun 2022 | $100.8M | $100.8M | $0 | 6 | 100 |
DateDec 2025
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees104
Clients0
DateOct 2025
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees104
Clients0
DateSep 2025
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees104
Clients0
DateApr 2025
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees104
Clients0
DateApr 2025
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees104
Clients0
DateFeb 2025
Total AUM$1.4B
Discretionary$983.5M
Non-Disc.$412.5M
Employees70
Clients217
DateFeb 2025
Total AUM$1.4B
Discretionary$983.5M
Non-Disc.$412.5M
Employees70
Clients217
DateJan 2025
Total AUM$1.4B
Discretionary$983.5M
Non-Disc.$412.5M
Employees70
Clients217
DateJan 2025
Total AUM$1.4B
Discretionary$983.5M
Non-Disc.$412.5M
Employees70
Clients217
DateJan 2025
Total AUM$1.4B
Discretionary$983.5M
Non-Disc.$412.5M
Employees70
Clients217
DateDec 2024
Total AUM$1.4B
Discretionary$983.5M
Non-Disc.$412.5M
Employees70
Clients217
DateNov 2024
Total AUM$1.4B
Discretionary$983.5M
Non-Disc.$412.5M
Employees70
Clients217
DateNov 2024
Total AUM$1.4B
Discretionary$983.5M
Non-Disc.$412.5M
Employees70
Clients217
DateNov 2024
Total AUM$1.4B
Discretionary$983.5M
Non-Disc.$412.5M
Employees70
Clients217
DateNov 2024
Total AUM$1.4B
Discretionary$983.5M
Non-Disc.$412.5M
Employees70
Clients217
DateNov 2024
Total AUM$1.4B
Discretionary$983.5M
Non-Disc.$412.5M
Employees70
Clients217
DateOct 2024
Total AUM$1.4B
Discretionary$983.5M
Non-Disc.$412.5M
Employees70
Clients217
DateOct 2024
Total AUM$1.4B
Discretionary$983.5M
Non-Disc.$412.5M
Employees70
Clients217
DateAug 2024
Total AUM$1.4B
Discretionary$983.5M
Non-Disc.$412.5M
Employees70
Clients217
DateJul 2024
Total AUM$1.4B
Discretionary$983.5M
Non-Disc.$412.5M
Employees70
Clients217
DateJul 2024
Total AUM$1.4B
Discretionary$983.5M
Non-Disc.$412.5M
Employees70
Clients217
DateApr 2024
Total AUM$1.4B
Discretionary$983.5M
Non-Disc.$412.5M
Employees70
Clients217
DateMar 2024
Total AUM$1.4B
Discretionary$983.5M
Non-Disc.$412.5M
Employees70
Clients217
DateJan 2024
Total AUM$1.1B
Discretionary$1B
Non-Disc.$118.3M
Employees65
Clients217
DateJan 2024
Total AUM$1.1B
Discretionary$1B
Non-Disc.$118.3M
Employees65
Clients217
DateOct 2023
Total AUM$1.1B
Discretionary$1B
Non-Disc.$118.3M
Employees65
Clients217
DateOct 2023
Total AUM$1.1B
Discretionary$1B
Non-Disc.$118.3M
Employees65
Clients217
DateSep 2023
Total AUM$429.8M
Discretionary$429.8M
Non-Disc.$0
Employees38
Clients0
DateSep 2023
Total AUM$429.8M
Discretionary$429.8M
Non-Disc.$0
Employees38
Clients0
DateJun 2023
Total AUM$429.8M
Discretionary$429.8M
Non-Disc.$0
Employees38
Clients0
DateMay 2023
Total AUM$429.8M
Discretionary$429.8M
Non-Disc.$0
Employees38
Clients0
DateApr 2023
Total AUM$429.8M
Discretionary$429.8M
Non-Disc.$0
Employees38
Clients0
DateApr 2023
Total AUM$429.8M
Discretionary$429.8M
Non-Disc.$0
Employees38
Clients0
DateFeb 2023
Total AUM$172.3M
Discretionary$172.3M
Non-Disc.$0
Employees12
Clients0
DateOct 2022
Total AUM$172.3M
Discretionary$172.3M
Non-Disc.$0
Employees12
Clients0
DateSep 2022
Total AUM$172.3M
Discretionary$172.3M
Non-Disc.$0
Employees12
Clients0
DateAug 2022
Total AUM$172.3M
Discretionary$172.3M
Non-Disc.$0
Employees12
Clients0
DateJul 2022
Total AUM$100.8M
Discretionary$100.8M
Non-Disc.$0
Employees6
Clients100
DateJul 2022
Total AUM$100.8M
Discretionary$100.8M
Non-Disc.$0
Employees6
Clients100
DateJun 2022
Total AUM$100.8M
Discretionary$100.8M
Non-Disc.$0
Employees6
Clients100
DateJun 2022
Total AUM$100.8M
Discretionary$100.8M
Non-Disc.$0
Employees6
Clients100