Compound Insight
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,899,144
Clients
7
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
Very LowAverage account size
$414,163
About
Compound Insight provides discretionary investment management to individuals, accredited investors, pensions, family offices and trusts, focusing its advice solely on publicly traded equities. The firm operates as a solo RIA with a very small client base and is compensated primarily through asset-based fees and, for certain clients, performance-based arrangements.
The firm’s investment approach is bottom-up fundamental analysis that relies on SEC filings, management interactions and industry research, seeking quality businesses and buying at prices that offer attractive expected returns; portfolios are intentionally concentrated and generally limited to no more than 20 positions, and the firm disallows leverage. Compound Insight manages accounts on a discretionary basis, monitors and rebalances as market conditions and client circumstances change, and may include small- and mid-cap or special-situation investments that carry higher volatility and liquidity risk.
Noteworthy features relative to peers include that the firm’s principal publishes independent investment research (via scuttleblurb.com), disclosed as a material source of income, and the firm’s use of performance-based fee arrangements tied to a benchmark with carryforward of underperformance—both uncommon for a small, independent, single-advisor practice. The firm also requires clients to custody assets at a specified broker-dealer (Interactive Brokers) and states that it does not accept outside compensation for the sale of investment products, which contrasts with the small minority of peers that engage in such product sales.
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Fee options
0.15% to 0.60% annually (negotiable)
15% to 20% of outperformance above benchmark, with 20% on first $25 million and 15% thereafter, billed annually in arrears
Main office location
Compound Insight
Portland OR, United States
Number of offices
1
Most active in
Compound Insight has reported serving >5 clients in these states in the last 12 months.
Oregon
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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