COMPASS INVESTMENTS LLC

Overview

Compass Investments LLC is an independent, SEC-registered advisory firm that focuses on wealth management for individuals and families. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and acts as a capital allocator by selecting and overseeing other advisers and third‑party managers. Fee arrangements include a percentage-of-AUM model plus hourly charges for planning or consulting work. Compass identifies as a multi-state adviser and does not position itself as an active ESG investor. Investment activity centers on publicly traded equities and pooled products, while the firm also directs client capital to external managers for specific alternative exposures. Its operating model combines direct portfolio management with curated manager relationships—useful for clients who want in-house planning and outsourced specialty allocation.

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Location & Offices