COMPASS INVESTMENT ADVISERS, LLC

Overview

Compass Investment Advisers, LLC is an independent registered investment adviser that positions itself as a client-focused wealth manager for individuals and families. The firm provides financial planning and portfolio management for individuals and small businesses, charging a mix of percentage-of-AUM, hourly, and fixed fees. Investment activity is tilted toward publicly traded equities, with a clear preference for exchange-traded instruments as core building blocks. The firm does not identify as an ESG investor and is not structured as a capital allocator; instead it uses third-party managers for selected alternative exposures. Portfolio management is primarily discretionary, allowing the firm to implement tactical and strategic equity weightings, use exchange-traded products for core exposures, and maintain positions in mutual funds and externally managed real estate funds where appropriate. The adviser’s setup, including custody at Charles Schwab & Co., Inc., suggests a model that blends separately managed account strategies with pooled mutual fund or third-party fund allocations to meet client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices