# COMPASS FINANCIAL GROUP, INC.

COMPASS FINANCIAL GROUP, INC. of DUBLIN, OH is an SEC-registered investment adviser.

## Registration

- CRD: 130867
- Type: SEC-registered investment adviser
- SEC file number: 801-130710
- Location: 6277 RIVERSIDE DRIVE, SUITE 2N, DUBLIN, OH, 43017
- Phone: 614-791-0093
- Latest filing: 2026-02-09
- Regulatory AUM: $148.8M
- Discretionary AUM: $148.8M
- Clients: 4
- Accounts: 158

## Business model

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

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Mark Alan Menges | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Gregory R Johnson | FINANCIAL ADVISOR | — |
| JOHNSON CARL R | FINANCIAL ADVISOR | — |
| MENGES MARK ALAN | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/130867/brochure
- Similar advisers: https://search.stillhousedata.com/firm/130867/similar
- Related entities: https://search.stillhousedata.com/firm/130867/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/130867

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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.