COMPASS FINANCIAL ADVISORS LLC

COMPASS FINANCIAL ADVISORS LLC of MEMPHIS, TN is an SEC-registered investment adviser (CRD 106809). Regulatory assets under management: $148.3M.

Registration

Officers, owners & control persons (11)

NameRoleLocation
MCKINNEY ANITA TURPINDIRECTOR OF OPERATIONS; PARTNER—
WALLACE THOMAS LEECHIEF COMPLIANCE OFFICER/OWNER; OWNER; OWNER/CHIEF COMPLIANCE OFFICER (+1 more)—
HYDE STACEY STEPHENSONMANAGING PARTNER—
MCBEE WARD KIMBROUGHCOMPLIANCE MANAGER—
MORRISON JOSEPH MCCAUGHANOWNER—
SOMERVILLE III THOMAS TAYLORCHIEF COMPLIANCE OFFICER/DIRECTOR OF RESEARCH; DIRECTOR OF RESEARCH—
HUGHES MEREDITH MANSELLCHIEF COMPLIANCE OFFICER—
GREINKE HENRY GEORGECHIEF COMPLIANCE OFFICER—
POORE MEREDITH MANSELL HUGHESCHIEF COMPLIANCE OFFICER—
SCHWOERER JANET CAROLYNCHIEF COMPLIANCE OFFICER—
O'QUIN KRISTI LYNNCHIEF COMPLIANCE OFFICER—

Private funds (1)

FundTypeFormedOwnersGross asset valueMin investment
PRUDENT PARTNERS, LPLiquidity Fund—15$168K$100K

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