COMPASS FINANCIAL ADVISORY SERVICES, LLC

Overview

Compass Financial Advisory Services, LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individual and family clients. The firm charges a mix of percentage-of-assets and fixed fees and primarily runs discretionary mandates — it manages the vast majority of client portfolios on a discretionary basis. Compass shows a clear preference for equity-oriented allocations, with a notable tilt toward non-exchange-traded equity holdings and supplemental use of mutual funds and third‑party alternative managers to broaden exposure. Compass is not positioned as a capital allocator or pension consultant, it is not an active ESG investor, and it does not describe itself as a multi-state adviser for regulatory classification despite operating offices in multiple states. Its client base is individuals and families rather than institutional pension plans or dedicated single-family office structures.

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Public Holdings

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Location & Offices