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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

COMPOUND FAMILY OFFICES, LLC

CRD 298776

SARASOTA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ddffbf83-4a83-2b17-467f-94e81b612251

Data as of Apr 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 3
On other graphs: 1
Observed: Sep 12, 2018 to Apr 23, 2026
15 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

Compound Family Offices, LLC

Family office · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $541MItem 5.F on the latest filing (2026-04-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $541M
Private client RAUM: $535MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $108Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 324
Individual clients: 68
High net worth clients: 68
Custody, client assets: $170M
SEC number: 801-114125
CRD: 298776
Filings on the tape: 15
First filed: Sep 12, 2018
Latest filed: Apr 23, 2026
Organised: Limited Liability Company, FL
Website: compoundfamilyoffices.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JEFFREY RENDER MULLENS	Chartered Financial Analyst	SARASOTA, FL	7	14	n/a	no
SCOTT FREDERICK GURR	Personal Financial Specialist	SARASOTA, FL	7	25	2	no
ERIK CHARLES POPHAM	Chartered Financial Analyst	SARASOTA, FL	7	19	1	no
KRISTINA B BRYN	n/a	SARASOTA, FL	6	17	1	no
JEFFREY JOSEPH HENRY DEVINE	Chartered Financial Analyst	SARASOTA, FL	5	11	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GURR, SCOTT, FREDERICK	Manager	D	yes	10/2018	Oct 25, 2018	Nov 1, 2024
MULLENS, JEFFREY, RENDER	CHIEF COMPLIANCE OFFICER	Na	yes	01/2019	Feb 8, 2019	Nov 1, 2024
POPHAM, ERIK, CHARLES	Manager	D	yes	10/2018	Oct 25, 2018	Nov 1, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 8 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Apr 23, 2026	$541M	$541M	6	5	n/a	n/a
2024	Mar 24, 2025	$480M	$480M	6	5	n/a	n/a
2023	Mar 21, 2024	$464M	$464M	6	5	n/a	n/a
2022	Mar 27, 2023	$315M	$315M	6	5	n/a	n/a
2021	Mar 23, 2022	$367M	$367M	6	5	n/a	n/a
2020	Feb 25, 2021	$302M	$302M	6	5	n/a	n/a
2019	Mar 21, 2020	$239M	$239M	4	3	n/a	n/a
2018	Feb 8, 2019	$180M	$180M	3	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$541M	$480M	12.6%	$315M	19.8%	6	6	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
GFO ADVISORY SERVICES, LLC	3	Dec 31, 2017	Jul 30, 2020	SARASOTA, FL	Team lift out	Other	7.5%

Relationships

Registered with (5)

← JEFFREY JOSEPH HENRY DEVINEAdvisorregistration: current employment
Sep 21, 2020 to presentfactForm ADV
← KRISTINA B BRYNAdvisorregistration: current employment
Jul 30, 2020 to presentfactForm ADV
← SCOTT FREDERICK GURRAdvisorregistration: current employment
Jan 15, 2019 to presentfactForm ADV
← ERIK CHARLES POPHAMAdvisorregistration: current employment
Jan 15, 2019 to presentfactForm ADV
← JEFFREY RENDER MULLENSAdvisorregistration: current employment
Jan 7, 2019 to presentfactForm ADV

Controls (3)

← GURR, SCOTT, FREDERICKOwnerMANAGER, ownership code D, individual
Oct 25, 2018 to Nov 1, 2024factForm ADV
← POPHAM, ERIK, CHARLESOwnerMANAGER, ownership code D, individual
Oct 25, 2018 to Nov 1, 2024factForm ADV
← MULLENS, JEFFREY, RENDEROwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 8, 2019 to Nov 1, 2024factForm ADV

Moved with (1)

← GFO ADVISORY SERVICES, LLCRegistered adviser3 advisors, team lift out, same day
Dec 31, 2017 to Jul 30, 2020factForm ADV

Dated events

Occurred
Mar 21, 2024
Regulatory AUM changed
Compound Family Offices, Llc reported RAUM $463.7M, up 47% from $314.6M (2023-03-27 to 2024-03-21)
Form ADVobserved 5 days ago
$149M
Occurred
Feb 8, 2019
Control person joined
Render Jeffrey Mullens (Chief Compliance Officer) appeared on Schedule A of Compound Family Offices, Llc
Form ADVobserved 5 days ago
Occurred
Sep 12, 2018
First Form ADV filing
Compound Family Offices, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ddffbf83-4a83-2b17-467f-94e81b612251
First observed: Sep 12, 2018
Last observed: Apr 23, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

COMPOUND FAMILY OFFICES, LLC

CRD 298776

SARASOTA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ddffbf83-4a83-2b17-467f-94e81b612251

Data as of Apr 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:32 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JEFFREY RENDER MULLENS

Chartered Financial Analyst

SARASOTA, FL

n/a

SCOTT FREDERICK GURR

Personal Financial Specialist

SARASOTA, FL

ERIK CHARLES POPHAM

Chartered Financial Analyst

SARASOTA, FL

KRISTINA B BRYN

n/a

SARASOTA, FL

JEFFREY JOSEPH HENRY DEVINE

Chartered Financial Analyst

SARASOTA, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GURR, SCOTT, FREDERICK

Manager

yes

10/2018

Oct 25, 2018

Nov 1, 2024

MULLENS, JEFFREY, RENDER

CHIEF COMPLIANCE OFFICER

yes

01/2019

Feb 8, 2019

Nov 1, 2024

POPHAM, ERIK, CHARLES

Manager

yes

10/2018

Oct 25, 2018

Nov 1, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 23, 2026

$541M

n/a

2024

Mar 24, 2025

$480M

n/a

2023

Mar 21, 2024

$464M

n/a

2022

Mar 27, 2023

$315M

n/a

2021

Mar 23, 2022

$367M

n/a

2020

Feb 25, 2021

$302M

n/a

2019

Mar 21, 2020

$239M

n/a

2018

Feb 8, 2019

$180M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$541M

$480M

12.6%

$315M

19.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

GFO ADVISORY SERVICES, LLC

Dec 31, 2017

Jul 30, 2020

SARASOTA, FL

Team lift out

Other

7.5%