# COMPASS FINANCIAL ADVISORS LLC

COMPASS FINANCIAL ADVISORS LLC of FORT WAYNE, IN is an SEC-registered investment adviser.

## Registration

- CRD: 109131
- Type: SEC-registered investment adviser
- SEC file number: 801-56002
- Location: 9933 DUPONT CIRCLE DRIVE WEST, SUITE 100, FORT WAYNE, IN, 46825
- Phone: 260-490-7878
- Latest filing: 2026-03-26
- Regulatory AUM: $282.5M
- Discretionary AUM: $281.1M
- Non-discretionary AUM: $1.4M
- Clients: 9
- Accounts: 730

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (40)

_Showing 25 of 40 people._

| Name | Role | Location |
| --- | --- | --- |
| Taylor Allen | MEMBER | Greer, SC |
| Jonathan G Kasting | CHIEF COMPLIANCE OFFICER | Cincinnati, OH |
| Kevin Min Kim | CHIEF COMPLIANCE OFFICER | — |
| Clifford Lee Malings | MEMBER | — |
| Lynn Ray Fisel | MEMBER | — |
| David Eugene Fought | MEMBER | — |
| James Joseph Bobos | CHIEF EXECUTIVE OFFICER | — |
| JONES DAVID DWAIN | CHIEF COMPLIANCE OFFICER | — |
| LAUER JOHN GERARD | CEO AND MANAGER; CEO, MANAGER AND CHIEF COMPLIANCE OFFICER; MEMBER (+3 more) | — |
| FOUGHT DAVID EUGENE | MANAGER; MEMBER; SOLE TRUSTEE AND BENEFICIARY | — |
| KING LOREN PAUL | MANAGER; OWNER | — |
| KING MICHAEL FRANCIS | MANAGER; OWNER | — |
| CRAIG EDWARD CARROL | MANAGER | — |
| MORSE MARVIN BRENT | CHIEF COMPLIANCE OFFICER; PARTNER | — |
| BLUE JAMES ALAN | CHIEF COMPLIANCE OFFICER | — |
| RIGGS JAMES ARTHUR | PARTNER | — |
| PATTERSON BRUCE ALLEN | CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR; MEMBER (+2 more) | — |
| KOEHLER LAWRENCE EDWARD | MANAGER | — |
| ACRI ROBERT CHRISTIAN | DIRECTOR; MANAGER | — |
| SWANSON CHRISTOPHER JOHN | CHIEF COMPLIANCE OFFICER | — |
| SULLIVAN SHELLEY M | DIRECTOR | — |
| FISEL LYNN RAY | MEMBER | — |
| STAUFFER JUSTIN D | CHIEF COMPLIANCE OFFICER | — |
| WITOUS MICHAEL JOHN | MEMBER | — |
| REASONER PAUL DE VAUX | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109131/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109131/similar
- Related entities: https://search.stillhousedata.com/firm/109131/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109131

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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.