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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Compass Financial Advisory Services LLC
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| CRD # | 316843 |
| SEC # | 801-123037 |
| CIK # | |
| AUM | $443.8 M (2025-07-14) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 386-673-5191 |
| Address | 880 Airport Road, Suite 112A Ormond Beach, FL 32174 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 612 | 117.4 |
| (b) Individuals (high net worth individuals) | 329 | 326.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 941 | 443.8 |
| By Discretionary | ||
| Discretionary | 897 | 440.8 |
| Non-Discretionary | 44 | 3.0 |
| Total | 941 | 443.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 443.8 | |
| Total | 941 | 443.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
DST Wealth Management LLC
✚
|
CA | 0.4 |
|
Matson Financial Advisors Inc
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|
CT | 0.4 |
|
Worley Erhart-Graves Financial Advisors Inc
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|
IN | 0.4 |
|
Hendley & Co Inc
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|
OH | 0.4 |
|
Pine Harbor Wealth Management LLC
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|
VA | 0.4 |
|
Orion Investment Co
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|
MO | 0.4 |
|
Pathway Financial Advisers LLC
✚
|
IN | 0.4 |
|
Cahill Wealth Management LLC
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|
MI | 0.4 |
|
Bemanaged Financial Services Inc
✚
|
MI | 0.4 |
|
McCollum Christoferson Group LLC
✚
|
NY | 0.4 |