Compass Financial, LLC

Overview

Compass Financial, LLC is a small, privately owned investment adviser and insurance broker that focuses on serving individual and family clients. The firm manages portfolios under a percentage-of-AUM fee model and lists portfolio management for individuals/small businesses, portfolio management for businesses or institutions, and pension consulting services among its advisory activities. Compass Financial emphasizes liquid, publicly traded securities as its primary allocation vehicle and operates principally in a non-discretionary capacity, meaning clients retain final trading authority on their accounts. The firm does not position itself as an ESG-focused allocator, and it does not function as a capital allocator or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices