Money Compass Advisors

Overview

Money Compass Advisors is a small, owner-operated registered investment adviser organized as an LLC that manages discretionary portfolios for individual and family clients and small businesses. The firm acts as a capital allocator: it constructs core portfolios while also selecting third‑party managers for specific exposures. Its stated advisory activities emphasize portfolio management and the selection of other advisers rather than institutional or pension consulting. Fee arrangements combine percentage‑of‑AUM charges with fixed fees. From an investment posture, Money Compass Advisors shows a clear equity preference. The largest single asset bucket is non‑exchange traded equities, which drives the firm’s risk profile toward concentrated, less liquid equity exposures. The firm does not characterize itself as an active ESG investor and operates as a single‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices