Atomi Financial Group, Inc.
Atomi Financial Group, Inc. (operating as Compound Planning, Inc.) is an investment advisory and wealth management firm headquartered in New York, NY. The firm provides portfolio management and financial planning solutions for individuals, with a particular focus on technology founders and other high-net-worth clients. Led by CEO Christian Haigh and CCO Jeffrey Smith, Atomi/Compound has grown rapidly, reporting increasing assets under management and expanding its service offerings. The firm is registered with the SEC and files regular 13F-HR reports.
Investment Strategy
Atomi Financial Group, Inc. (Compound Planning) offers personalized investment management strategies focusing on diversified portfolios built from a wide basket of public equities and ETFs, with allocations tailored to the needs of high-net-worth individuals, including tech founders. The firm's investment approach emphasizes long-term growth, risk management, and tax optimization, leveraging technology to provide scalable, transparent, and client-centric wealth management solutions.
Top Holdings
Equity Positions (1,089)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C COIN | COINBASE GLOBAL INC | 4.15% | $109.8M | 313,252 | $173.96 | $350.49 | +$52.3M |
A AAPL | APPLE INC | 2.81% | $74.4M | 362,745 | $196.77 | $205.17 | -$330.5K |
I IVV | ISHARES TR | 2.73% | $72.1M | 116,139 | $533.21 | $620.90 | +$9.3M |
V VEA | VANGUARD TAX-MANAGED FDS | 2.31% | $61.0M | 1,070,509 | $50.83 | $57.01 | +$14.5M |
I INTF | ISHARES TR | 2.29% | $60.6M | 1,771,706 | $30.04 | $34.23 | +$7.3M |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
E ESGV | VANGUARD WORLD FD | — | Put | $307.0K | 28 | $109.64 | $97.95 | 0 | +$32.7K |
K KMX | CARMAX INC | Sold | Call | $168.0K | 25 | $67.21 | $77.92 | -25 | -$221.6K |
Q QQQ | INVESCO QQQ TR | Bought | Put | $165.5K | 3 | $551.64 | $551.64 | +3 | +$165.5K |
S SPY | SPDR S&P 500 ETF TR | — | Call | $123.6K | 2 | $617.85 | $559.39 | 0 | +$11.7K |
A AMZN | AMAZON COM INC | — | Put | $109.7K | 5 | $219.39 | $190.26 | 0 | +$14.6K |