Compound Planning, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

171787

SEC number

801-126007

Firm type

RIA

Assets under management

$4.8B as of Mar 26, 2026

Website

compoundplanning.com ↗

Phone

888-533-9364

Address

115 Broadway, New York, NY, 10006

Advisors at this firm

65 in our index · page 1 of 2

• Wiley Cyrus BelknapCRD 6918773 · Aliquippa, PA
  IA RegisteredRegistration inactive
• Nathan Raheel BengaliCRD 6382394 · Denver, CO
  IA Registered
• Rachel Marie BuffaloCRD 6549246 · Orlando, FL
  IA RegisteredRegistration inactive
• William Dennis BurnsCRD 1744281 · Mary Esther, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Willem Raleigh BloemsmaCRD 6607216 · Denver, CO
  IA RegisteredRegistration inactive
• Timothy Robert CoutureCRD 5826478 · Norwood, MA
  IA RegisteredRegistration inactive
• Dylan ClarkCRD 7462124 · Houston, TX
  IA Registered
• Adam Benjamin ColemanCRD 5292043 · Cary, NC
  IA Registered
• Howard Leon DingleCRD 4465905 · Kennesaw, GA
  IA RegisteredRegistration inactive
• Boyan Ognianov DoytchinovCRD 5560301 · Port Wahington, NY
  IA RegisteredRegistration inactive
• Joseph F. DevorakCRD 6473775 · Berthoud, CO
  IA RegisteredRegistration inactive
• Dimitry FarberovCRD 5291238 · Beverly Hills, CA
  IA RegisteredRegistration inactive
• Ronald Joe FarnerCRD 2335915 · Molalla, OR
  IA Registered
• Aaron Clark FosterCRD 6553959 · Windsor, CO
  IA RegisteredRegistration inactive
• Gabriel E GarciaCRD 5519983 · Oakland, CA
  IA RegisteredRegistration inactive
• Nicholas Giovanni GarciaCRD 6091282 · San Diego, CA
  IA RegisteredRegistration inactive
• Richard James GowCRD 2350424 · Pompano Beach, FL
  IA RegisteredBroker
• Tony R GoldenCRD 2940139 · New York, NY
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Matthew GwizdzCRD 6811985 · Readington Township, NJ
  IA RegisteredBroker
• Cameron Tarr HackettCRD 5685857 · Richmond, CA
  IA Registered
• Scott Douglas HedgcockCRD 5202709 · Bothell, WA
  IA Registered
• David Lowell HubbleCRD 1126195 · Turluck, CA
  IA Registered
• Timothy Seamus HamiltonCRD 6780937 · Irvine, CA
  IA Registered
• Wendy A JankoskiCRD 1851740 · Englewood, FL
  IA Registered
• Tammy Marie JohnsCRD 6750818 · Orem, UT
  IA Registered
• Kaitlin Christine JonesCRD 6267907 · Moscow, ID
  IA Registered
• Cindy L JudasCRD 6130599 · Des Moines, IA
  IA Registered
• Charlotte Marie JonesCRD 7295993 · San Diego, CA
  IA Registered
• Jonathan Zabel JonsonCRD 6878054 · Bellingham, WA
  IA Registered
• Amanda Joy KeldermanCRD 7804580 · Folsom, CA
  IA Registered
• William W LeboeufCRD 2464080 · Dayton, OH
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Hali Browne LondonCRD 2514735 · Bethesda, MD
  IA Registered
• Kevin Gregory LorsCRD 6262516 · Johnston, IA
  IA Registered
• Shannon LynchCRD 5858982 · Lafayette, CO
  IA Registered
• Roxana Sanam MaddahiCRD 5400917 · Los Angeles, CA
  IA Registered
• Kiley Connors MaertzCRD 5294563 · Laguna Niguel, CA
  IA Registered
• Norman Ellsworth MainsCRD 2166689 · Dana Point, CA
  IA RegisteredRegistration inactive
• Kevin George MannCRD 4387585 · Wheat Ridge, CO
  IA RegisteredRegistration inactive
• John Patrick McauliffeCRD 6703658 · Richmond, VA
  IA RegisteredRegistration inactive
• Jared W MejstrikCRD 6848262 · New York, NY
  IA RegisteredRegistration inactive
• Mark Alexander MooringCRD 7201615 · Knoxville, TN
  IA Registered
• Reed Aaron NothwangCRD 6392678 · Concord, CA
  IA RegisteredRegistration inactive
• Michael John OconnorCRD 3104084 · Santa Rosa, CA
  IA RegisteredRegistration inactive
• Marcel Dominik PfisterCRD 6058801 · Glen Mills, PA
  IA RegisteredRegistration inactive
• Scott Manning PorterCRD 4502249 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Andrew ParkCRD 6941048 · Hawthorn Woods, IL
  IA Registered
• Jesse Thomas PorterCRD 6573142 · Orange, CA
  IA RegisteredRegistration inactive
• Todd Grund RoweCRD 6032267 · Charlotte, NC
  IA Registered
• Alexander Dean RickeCRD 7280624 · Des Moines, IA
  IA Registered
• Kyle Wayne RudduckCRD 6640725 · Moraine, OH
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.