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Compound Planning, Inc. CRD 171787
$4.85B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
115 Broadway 5Th Floor, New York, NY 10006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-02-18 |
| CA | RA | APPROVED | 2024-06-10 |
| WA | RA | APPROVED | 2024-06-10 |
| OR | RA | APPROVED | 2024-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Claraphi Advisory Network, Llc | Molalla | OR | 01/2016 | 09/2022 |
| Atomi Financial Group Dba Compound Planning | New York | NY | 09/2022 | Present |
RJF INC. CEO-OWNER SINCE 1981. MY PERSONAL CORPORATION HANDLES FARMING, CATTLE, FORESTRY, TIMBER AND RANCHING ACTIVITIES, AS WELL AS CONSERVATORSHIP/TRUSTEE WORK. I SPEND APPROXIMATELY 5 TO 10 HOURS PER WEEK EVENINGS AND WEEKENDS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-02 |
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