Compass Financial Services, Inc.

RIAState Registered

Total AUM

$24.9M

Discretionary

$24.9M

100% of AUM

Avg account

$247K

Accounts

101

Employees

2

Advisory reps

1

Firm details

Headquarters: Winston Salem, North Carolina
CRD number: 336559
Website: www.compass-nc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI64.57%
Individuals35.43%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Compass Financial Services, Inc. is an independent, privately owned advisory firm organized as a corporation and state-registered in North Carolina. The firm focuses on individual and family clients, charging fees as a percentage of assets under management and providing financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers. Compass identifies itself as a capital allocator, sourcing external managers and vehicles alongside in-house portfolios. It lists an insurance company among its industry affiliations and is not positioned as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities93%
Public Funds/Mutual Funds3%
US Government Bonds1%
State & Local Bonds1%
Investment Grade Corp Bonds1%

Contacts

1 of 1

Kevin Ebbink
Founder & PrincipalCRD 4909214

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Winston Salem, NC

Forsyth

Location

Winston Salem, NC

Headquartered in Winston Salem, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.

Metro area: Greensboro--Winston-Salem--High Point, NC
Region: South
County: Forsyth
Address: 108 Cambridge Plaza Dr
Time zone: ET (UTC-5)
Office locations

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