Fee-only adviser · Grand Rapids, MI
Compound Value Advisers, LLC
Compound Value Advisers, LLC is a fee-only investment adviser registered with the securities regulators of California, Michigan, with a mailing address in Grand Rapids, Michigan (its office is a private residence, so the street address is not published). On its latest Form ADV, filed March 12, 2026, it reports $28M in regulatory assets under management, 25 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California, Michigan |
|---|---|
| Firm CRD number | 168084 |
| Office | Grand Rapids, MI (mailing address; office not published) |
| Phone | (480) 744-9294 |
| Website | Not listed |
| Regulatory assets under management | $28M |
| Individual clients | 7 non-high-net-worth, 18 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Educational seminars |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 12, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Grand Rapids
- Bemanaged $410M
- NPF Investment Advisors $2.7B
- Family Capital Management $435M
- Voisard Asset Management Group $589M
- Schwallier Wealth Management $197M
- Synergy Wealth Management, LLC $127M
See all 26 fee-only advisers in Grand Rapids →
Nearby
- Wyoming 2 firms
- Kentwood 1 firm
- Grandville 1 firm
- Ada 4 firms
- Jenison 2 firms
- Caledonia 1 firm
- Alto 1 firm
- Grand Haven 2 firms
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