# Erik Popham

> Erik Popham is a fee-only financial advisor at Compound Family Offices in Sarasota, Florida, who holds the CFA credential. Compound Family Offices reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/erik-popham/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Compound Family Offices
- **Based in:** Sarasota, Florida
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $540.8M across 324 accounts
- **Credentials:** CFA
- **CRD:** 5408076 (https://adviserinfo.sec.gov/individual/summary/5408076)
- **SEC registration:** Investment adviser representative in FL
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.compoundfamilyoffices.com

## Frequently asked questions

### Is Erik Popham a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Erik holds no broker registration, and Compound Family Offices reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Erik charge for financial advice?

Erik's firm, Compound Family Offices, reports charging a percentage of assets on its SEC Form ADV.

### Where is Erik Popham based?

Erik Popham is based in Sarasota, Florida.

### What credentials does Erik Popham hold?

Erik Popham holds the CFA credential.

### Is Erik Popham registered with the SEC?

Yes. Erik Popham is registered as an investment adviser representative in FL (CRD 5408076), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Compound Family Offices manage?

Compound Family Offices reports $540.8M across 324 accounts in assets under management.

### How do I contact Erik Popham?

Through Erik's website, www.compoundfamilyoffices.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5408076): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.