COMPASS INVESTMENT ADVISERS, LLC
COMPASS INVESTMENT ADVISERS, LLC of PORTLAND, OR is an SEC-registered investment adviser (CRD 131933). Regulatory assets under management: $110.5M.
Registration
- CRD: 131933
- SEC file number: 801-131278
- Type: Registered investment adviser
- Location: 4475 SW SCHOLLS FERRY RD, SUITE 270, PORTLAND, OR, 97225-1958
- Phone: 503-473-8422
- Latest filing: 2026-03-03
- Regulatory AUM: $110.5M
- Discretionary AUM: $104.2M
- Non-discretionary AUM: $6.3M
- Clients: 2
- Accounts: 241
Business model
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Paul Francis Vermilya | MANAGING MEMBER; CHIEF COMPLIANCE OFFICER | — |
| VERMILYA PAUL FRANCIS | MANAGING MEMBER; CHIEF COMPLIANCE OFFICER | — |
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