Compass Financial Group

Overview

Compass Financial Group is a Texas-based independent registered investment adviser operating as an LLC and owned by an individual principal. The firm focuses on individuals and families and charges fees based on a percentage of assets under management. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, selecting other advisers for clients, and running educational seminars or workshops. Compass identifies as a capital allocator and has an industry affiliation with an insurance company. The firm does not position itself as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices