# COMPASS FINANCIAL ADVISORS LLC

COMPASS FINANCIAL ADVISORS LLC of MEMPHIS, TN is an SEC-registered investment adviser.

## Registration

- CRD: 106809
- Type: SEC-registered investment adviser
- SEC file number: 801-49054
- Location: 795 RIDGELAKE BLVD, SUITE 106, MEMPHIS, TN, 38120
- Phone: 901-762-0080
- Latest filing: 2014-09-25
- Regulatory AUM: $148.3M
- Discretionary AUM: $145.9M
- Non-discretionary AUM: $2.4M
- Clients: 2
- Accounts: 64

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| [MCKINNEY ANITA TURPIN](https://search.stillhousedata.com/person/780201) | DIRECTOR OF OPERATIONS; PARTNER | — |
| [WALLACE THOMAS LEE](https://search.stillhousedata.com/person/780202) | CHIEF COMPLIANCE OFFICER/OWNER; OWNER; OWNER/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| [HYDE STACEY STEPHENSON](https://search.stillhousedata.com/person/780203) | MANAGING PARTNER | — |
| [MCBEE WARD KIMBROUGH](https://search.stillhousedata.com/person/780204) | COMPLIANCE MANAGER | — |
| [MORRISON JOSEPH MCCAUGHAN](https://search.stillhousedata.com/person/796815) | OWNER | — |
| [SOMERVILLE III THOMAS TAYLOR](https://search.stillhousedata.com/person/799462) | CHIEF COMPLIANCE OFFICER/DIRECTOR OF RESEARCH; DIRECTOR OF RESEARCH | — |
| [HUGHES MEREDITH MANSELL](https://search.stillhousedata.com/person/799463) | CHIEF COMPLIANCE OFFICER | — |
| [GREINKE HENRY GEORGE](https://search.stillhousedata.com/person/800093) | CHIEF COMPLIANCE OFFICER | — |
| [POORE MEREDITH MANSELL HUGHES](https://search.stillhousedata.com/person/800271) | CHIEF COMPLIANCE OFFICER | — |
| [SCHWOERER JANET CAROLYN](https://search.stillhousedata.com/person/803711) | CHIEF COMPLIANCE OFFICER | — |
| [O'QUIN KRISTI LYNN](https://search.stillhousedata.com/person/822890) | CHIEF COMPLIANCE OFFICER | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| PRUDENT PARTNERS, LP | Liquidity Fund | — | 15 | $168K | $100K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106809/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106809/similar
- Related entities: https://search.stillhousedata.com/firm/106809/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106809

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.