Jeffrey Mullens
Compound Family Offices · Sarasota, Florida
Jeffrey Mullens 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.
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Facts
| Firm | Compound Family Offices |
|---|---|
| Based in | Sarasota, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $540.8M across 324 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL · CRD 7044229 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.compoundfamilyoffices.com |
How Jeffrey's firm compares
- Compound Family Offices's average account is about $1.7 million, from its Form ADV (assets managed divided by 324 accounts).
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Questions about Jeffrey
Is Jeffrey Mullens a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey 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 Jeffrey charge for financial advice?
Jeffrey's firm, Compound Family Offices, reports charging a percentage of assets on its SEC Form ADV.
Where is Jeffrey Mullens based?
Jeffrey Mullens is based in Sarasota, Florida.
What credentials does Jeffrey Mullens hold?
Jeffrey Mullens holds the CFA credential.
Is Jeffrey Mullens registered with the SEC?
Yes. Jeffrey Mullens is registered as an investment adviser representative in FL (CRD 7044229), 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 Jeffrey Mullens?
Through Jeffrey's website, www.compoundfamilyoffices.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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