Compound Value Advisers, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$24,836,740
Total clients
24
71% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
24
Average account size
$1,034,864
About
Compound Value Advisers provides investment advisory and financial planning services to individuals, high‑net‑worth clients, business owners, trusts, estates, and corporate plan sponsors, and also offers business consulting and appraisal engagements. The firm manages roughly $24.8 million across a small number of client accounts and delivers both discretionary portfolio management and ERISA 3(38) or 3(21) retirement plan advisory services.
Portfolios are implemented with customized Investment Policy Statements and a strategic asset allocation framework that emphasizes diversified exposure to low‑cost index mutual funds and ETFs, periodic rebalancing, and valuation‑aware adjustments. The adviser typically manages accounts on a discretionary basis and may employ options, occasional short sales, and private real estate for accredited investors as part of its risk‑management and contrarian valuation approach.
Distinctive aspects include the firm’s periodic educational seminars and workshops (conducted as part of marketing, with no compensation received) and an explicit service offering for business valuations and consulting on a project fee basis. Account reviews are conducted on a regular schedule by firm management, reflecting a hands‑on approach consistent with its relatively small client base.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Business consulting and appraisals
Fee options
Fixed fees for Financial Planning and Business Consulting & Appraisal services typically $2,500 - $10,000
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $3,000,000: 0.80% annually $3,000,001 - $4,000,000: 0.70% annually $4,000,001 - $5,000,000: 0.50% annually $5,000,001+: Negotiable
$350 - $450 per hour for Business Consulting, Appraisal, and Financial Planning services
Fee-only: Fixed annual retainer fee typically $10,000 - $35,000 per year, charged quarterly; Financial Planning fixed fees typically $2,500 - $10,000; Business Consulting & Appraisal fixed fees typically $2,500 - $10,000; Hourly fees $350 - $450 per hour
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 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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Compound Value Advisers, LLC
Grand Rapids MI, United States
Number of offices
1
Forms ADV
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