|
⚲
|
| Keyboard |
| Compass Financial Advisory Services LLC
✚
|
|
|---|---|
| CRD # | 316843 |
| SEC # | 801-123037 |
| CIK # | |
| AUM | 527.2 M (2026-02-17) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 386-673-5191 |
| Address | 880 Airport Road, Suite 112A Ormond Beach, FL 32174 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 669 | 158.9 |
| (b) Individuals (high net worth individuals) | 362 | 368.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,031 | 527.2 |
| By Discretionary | ||
| Discretionary | 982 | 522.0 |
| Non-Discretionary | 49 | 5.1 |
| Total | 1,031 | 527.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 527.2 | |
| Total | 1,031 | 527.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
DST Wealth Management LLC
✚
|
CA | 532.1 M |
|
Pension & Wealth Management Advisors Inc
✚
|
MA | 529.8 M |
|
Denver Wealth Management Inc
✚
|
CO | 529.8 M |
|
Gagnon Securities LLC
✚
|
NY | 529.7 M |
|
Sa Mason LLC
✚
|
MI | 528.7 M |
|
Peterson Wealth Services Inc
✚
|
UT | 528.5 M |
|
Noble Family Wealth LLC
✚
|
FL | 527.5 M |
|
Core Planning LLC
✚
|
MO | 525.0 M |
|
Reify Wealth Advisors Inc
✚
|
IN | 524.4 M |
|
McLaughlin Ryder Investments Inc
✚
|
VA | 522.1 M |