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| Compass Financial Services Inc
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|---|---|
| CRD # | 109441 |
| SEC # | 801-118466 |
| CIK # | 0002039088 |
| AUM | 407.4 M (2026-04-28) |
| Employees | 12 (50% Investors, 50% Brokers) |
| Phone | 515-327-1020 |
| Address | 4801 Westown Parkway West Des Moines, IA 50266 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Caseys General Stores Inc | 2.5 | ||
| Apple Inc | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 788 | 137.3 |
| (b) Individuals (high net worth individuals) | 317 | 265.3 |
| (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 | 1.2 |
| (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 | 3.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,909 | 407.4 |
| By Discretionary | ||
| Discretionary | 1,909 | 407.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,909 | 407.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 407.4 | |
| Total | 1,909 | 407.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002039088] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 28 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Range Financial Group LLC
✚
|
OR | 408.1 M |
|
Heritage Financial LLC
✚
|
VA | 408.0 M |
|
Quad City Investment Advisors LLC
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|
IL | 408.0 M |
|
Revere Asset Management Inc
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|
TX | 407.9 M |
|
Navigoe LLC
✚
|
CA | 407.8 M |
|
MAXQ Asset Management LLC
✚
|
CO | 407.7 M |
|
Wealthcare Capital Partners LLC
✚
|
PA | 407.4 M |
|
Jr Prunier Capital Management LLC
✚
|
MA | 407.0 M |
|
Womack Wealth Management Inc
✚
|
CA | 406.9 M |
|
Tumwater Wealth Management LLC
✚
|
ID | 406.6 M |