RIA Intel›Advisers›California›COMPOUND VALUE ADVISERS, LLC

COMPOUND VALUE ADVISERS, LLC

Advisory

CA

Data as of Mar 12, 2026 · Source: SEC Form ADV

Rank in CA
#3,982
of 5,480 advisers by AUM
Average account
$536K
across 53 accounts
AUM per adviser
$28M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM
$28M
Discretionary %
100%
Clients
25
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$28M
Discretionary AUM$28M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients25
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, MI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

MEYERS FINANCIAL SERVICES INC.
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STERLING FUTURES
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GORDIAN CAPITAL MANAGEMENT, LLC
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$28M
GRAYSTONE ADVISOR, LLC
$28M
PROFESSIONAL SECTOR MANAGEMENT INC
MENLO PARK, CA
$28M
REIGATE INVESTORS LLC
$28M

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