Jack Patrick McCaddon
Financial advisor at Compound Planning, Inc. · New York, NY
Last updated 2026-10-10
Claim your profileJack Patrick McCaddon is a financial advisor at Compound Planning, Inc. in New York, NY, CRD 6427544. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2020-08-11.
Registration
- CRD number
- 6427544
- Registration status
- Active
- IAPD registration
- 2020-08-11
- Industry Experience
- 6 years
- Work Experience
- 11 years
- States registered
- CO, TX
Licenses and exams
- Series 63
- Series 65
Work history
- 2015-05 to 2016-12 · Northwestern Mutual · Denver, CO
- 2016-12 to 2017-01 · Pruco Securities · Englewood, CO
- 2020-08 to 2026-02 · Maia Wealth · Denver, CO
- 2017-03 to 2020-08 · Colorado Wealth Group (MML Investors Services) · Denver, CO
- 2026-02 to Present · Compound Planning, Inc. · New York, NY
Current employment
- Compound Planning, Inc. · New York, NY
Compound Planning, Inc.
- Regulatory AUM
- $4,848,634,144
- Registered advisors
- 75
- Offices
- 67
- Clients per advisor
- 182.0 (High)
- Average AUM per client
- $355.1K (Low)
- High-net-worth client ratio
- 4.5% (Low)
Compound Planning, Inc.: advisors, services and reported ETF investments
About
Jack Patrick McCaddon is a financial advisor at Compound Planning, Inc. in New York, NY. Reported securities licenses include Series 63 and Series 65. The latest record indicates 6 years of industry experience and 11 years of reported work history.
Compound Planning, Inc.'s firm-level Form ADV reports 75 advisors across 67 offices; approximately 182.0 clients per advisor, average assets per client of $355,133, and regulatory AUM of $4.8B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses, and Other; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers, and Publication of Periodicals or Newsletters.
PortfolioFuture's firm-level 13F analysis covers $1.8B across 367 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Jack Patrick McCaddon personally.
Reported ETF positions
Compound Planning reports 367 ETF positions worth $1.8B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $118M |
| INTF — iShares International Equity Factor ETF | $82.5M |
| VEA — Vanguard FTSE Developed Markets ETF | $81.1M |
| SCHG — Schwab U.S. Large-Cap Growth ETF | $70.9M |
| SCHV — Schwab U.S. Large-Cap Value ETF | $70M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Compound Planning's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | LRGF — iShares U.S. Equity Factor ETF | $59.1M | Top 99.9% | Peer conviction 80.3% · Active return +3.84% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $3.4M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $2.1M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | JPST — JPMorgan Ultra-Short Income ETF | $1.6M | Top 97.5% | Replicability (R²) 70.1% · Residual Sharpe 0.66 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Compound Planning, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Other Investment Adviser (Incl. Financial
- Insurance Company or Agency
Location
115 Broadway, New York, NY 10006
71 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 888-533-9364
- Website: compoundplanning.com
- Youtube
Official record
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