# COMPASS FINANCIAL SERVICES, INC.

COMPASS FINANCIAL SERVICES, INC. of WEST DES MOINES, IA is an SEC-registered investment adviser.

## Registration

- CRD: 109441
- Type: SEC-registered investment adviser
- SEC file number: 801-118466
- Location: 4801 WESTOWN PARKWAY, WEST DES MOINES, IA, 50266
- Phone: 515-327-1020
- Latest filing: 2026-04-28
- Regulatory AUM: $407.4M
- Discretionary AUM: $407.4M
- Clients: 12
- Accounts: 1,909

## Business model

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

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Steven Anthony Conard | SHAREHOLDER | — |
| Caleb Wellington Pearson | CHIEF COMPLIANCE OFFICER | — |
| Julie Kay Greer | SHAREHOLDER | — |
| Guy Allen Duane Leman | SHAREHOLDER | — |
| Justin Edwin Van Houten | CHIEF EXECUTIVE OFFICER | — |
| VAN CLEAVE JAY EDWIN | CHIEF EXECUTIVE OFFICER; SHAREHOLDER | — |
| Greer Mary Kay | SHAREHOLDER | — |
| PEARSON KURTIS SCOTT | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| CONARD STEVEN ANTHONY | SHAREHOLDER | — |
| PEARSON CALEB WELLINGTON | CHIEF COMPLIANCE OFFICER; SHAREHOLDER | — |
| LEMAN GUY ALLEN DUANE | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109441/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109441/similar
- Related entities: https://search.stillhousedata.com/firm/109441/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109441

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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.