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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.
Latest 13F Filing Activity
Atomi Financial Group, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 1,089 equity positions and 12 options positions with a total 13F market value of $3B. The fund increased holdings in Coinbase Global Inc., Oklo Inc., Microsoft Corp. among other positions. Atomi Financial Group, Inc. reduced exposure to SPDR S&P 500 Etf TR, Bondbloxx Etf Trust, T-mobile Us Inc. among others.
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 (12)
| 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 |
Industry Allocation
Investment Team (5)
| Name | Role | Location | |
|---|---|---|---|
 | Head of Trading | Charlotte, NC , United States | |
 | Senior Portfolio Manager | Dayton, OH , United States | |
C Cole Schmitt | Trader | Rochester, NY , United States | |
 | Sr. Investment Manager | Fremont, CA , United States | |
 | Chief Investment Officer | CA , United States |
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