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| Compass Investment Advisers LLC
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|---|---|
| CRD # | 131933 |
| SEC # | 801-131278 |
| CIK # | 0002063600 |
| AUM | 110.5 M (2026-03-03) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 503-473-8422 |
| Address | 4475 SW Scholls Ferry Rd Portland, OR 97225-1958 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 3.4 | ||
| Apple Inc | 0.2 | ||
| Costco Wholesale Corp /NEW | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 47 | 27.9 |
| (b) Individuals (high net worth individuals) | 25 | 81.9 |
| (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 | 0.7 |
| Total | 241 | 110.5 |
| By Discretionary | ||
| Discretionary | 224 | 104.2 |
| Non-Discretionary | 17 | 6.3 |
| Total | 241 | 110.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 110.5 | |
| Total | 241 | 110.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002063600] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
|
NY | 111.0 M |
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CL Sheldon & Company LLC
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Prospero Wealth LLC
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|
Armour Wealth Advisors LLC
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|
Generouswealth LLC
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SC | 110.4 M |
|
Crystal View Capital LLC
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|
Charles River Wealth Management LLC
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MA | 110.3 M |
|
Hampel Investment Advisors LLC
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|
Investable Wealth LLC
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|
Werlemann Securities LLC
✚
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