NORTH COMPASS FINANCIAL ADVISORS, LLC

Overview

North Compass Financial Advisors, LLC is an independent registered investment adviser that serves individual and family clients from a single-office practice. The firm combines fee-based portfolio management with commissionable insurance brokerage, positioning itself to deliver both investment advisory and insurance solutions. Its advisory scope includes portfolio management for individuals and small businesses plus pension consulting services. The firm reports it is not an active ESG investor and is not registered as a multi-state adviser. Fee arrangements are a mix of assets-under-management percentages and commissionable products. The ownership structure lists both a domestic entity and individual owners, and the firm identifies as an independent RIA rather than a capital allocator or part of a larger broker/dealer network.

Assets & Accounts

Investments & Alternatives

Location & Offices