COMPASS ADVISORS LLC

COMPASS ADVISORS LLC is an SEC-registered investment adviser (CRD 126400). Regulatory assets under management: $12.9M.

Registration

• CRD: 126400
• SEC file number: 801-65530
• Type: Registered investment adviser
• Phone: 404-558-2074
• Latest filing: 2026-03-27
• Regulatory AUM: $12.9M
• Discretionary AUM: $12.9M
• Clients: 1
• Accounts: 35

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 126400 on SEC IAPD (source of record)
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