COMPASS FINANCIAL GROUP

Overview

Compass Financial Group is an independent, privately held RIA organized as an LLC and run by an individual owner. The firm serves individual and family clients on a percentage-of-AUM fee model and describes its core advisory work as financial planning, portfolio management for individuals and small businesses, selecting other advisers, and running educational seminars or workshops. Compass functions as a capital allocator — it both manages assets and directs client capital to other managers or strategies. It does not identify as an active ESG investor, is not multi-state registered, and does not operate as a pension consultant or related adviser. The firm maintains an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices