# COMPASS FINANCIAL GROUP, INC.

COMPASS FINANCIAL GROUP, INC. of DEERFIELD BEACH, FL is an SEC-registered investment adviser.

## Registration

- CRD: 125186
- Type: SEC-registered investment adviser
- SEC file number: 801-61941
- Location: 665 S.E. 10TH STREET, SUITE 202, DEERFIELD BEACH, FL, 33441
- Phone: 954-481-2607
- Latest filing: 2026-03-26
- Regulatory AUM: $429.7M
- Discretionary AUM: $429.7M
- Clients: 6
- Accounts: 431

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Jay Lesing Shein | VICE PRESIDENT / CO-CHIEF INVESTMENT OFFICER | — |
| Blair Charles Shein | PRESIDENT / CEO / CCO; PRESIDENT / CEO / CCO/TREASURER | — |
| Val Shein | SECRETARY/TREASURER | — |
| SHEIN JAY LESING | PRESIDENT/CEO; VICE PRESIDENT / CO-CHIEF INVESTMENT OFFICER | — |
| SHEIN BLAIR CHARLES | PRESIDENT / CEO / CCO; VICE PRESIDENT; VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| SHEIN VAL | SECRETARY/TREASURER | — |
| Leslie Kay Shein | VICE PRESIDENT / SECRETARY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/125186/brochure
- Similar advisers: https://search.stillhousedata.com/firm/125186/similar
- Related entities: https://search.stillhousedata.com/firm/125186/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/125186

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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.