# EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC of BALTIMORE, MD is an SEC-registered investment adviser.

## Registration

- CRD: 145420
- Type: SEC-registered investment adviser
- SEC file number: 801-69131
- Location: ONE SOUTH STREET, 25TH FLOOR, BALTIMORE, MD, 21202
- Phone: 443-224-1231
- Latest filing: 2026-03-16
- Regulatory AUM: $220.9M
- Discretionary AUM: $220.9M
- Clients: 14
- Accounts: 163

## Business model

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

## Officers, owners & control persons (34)

_Showing 25 of 34 people._

| Name | Role | Location |
| --- | --- | --- |
| Michael Alexander Spero | CHIEF COMPLIANCE OFFICER | — |
| Bobby Nmn Thomas | VICE PRESIDENT | — |
| Christopher Mark Mutascio | VICE PRESIDENT | — |
| Robert George Hagstrom | CHIEF INVESTMENT OFFICER | — |
| Avi L Stein | CHIEF FINANCIAL OFFICER | — |
| MACLEAN MATTHEW SPENCER | CHIEF COMPLIANCE OFFICER | — |
| ROBERTS SCOTT ALLEN | PRESIDENT; PRESIDENT AND DIRECTOR | — |
| KRUSZEWSKI RONALD JAMES | DIRECTOR | — |
| MCCUAIG SCOTT BRADLEY | DIRECTOR | — |
| ZEMLYAK JAMES MARK | CHIEF EXECUTIVE OFFICER; DIRECTOR | — |
| BURKEMPER BERNARD NEAL | CHIEF FINANCIAL OFFICER | — |
| MINNICK DAVID MICHAEL | SECRETARY | — |
| CONLEY MICHAEL PATRICK | CHIEF COMPLIANCE OFFICER | — |
| WATKINS ELIZABETH ANNE | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| DICKHERBER DANIEL PALM | CHIEF EXECUTIVE OFFICER; CHIEF OPERATING OFFICER; PRESIDENT AND DIRECTOR | — |
| CONLEY MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| HAGSTROM ROBERT GEORGE | CHIEF INVESTMENT OFFICER | — |
| MEVS CHRISTINE | CHIEF COMPLIANCE OFFICER | — |
| KAZEMBE RITA STEPHANIE | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| BAER MARGARET | SECRETARY | — |
| HAYES WILLIAM P | CHIEF COMPLIANCE OFFICER | — |
| FRONTCZAK STEVEN ROBERT | CHIEF COMPLIANCE OFFICER | — |
| BUSHMANN STEPHEN JOHN | TREASURER | — |
| CRIPPS RICHARD ERIC | DIRECTOR AND CHIEF INVESTMENT OFFICER; SENIOR INVESTMENT STRATEGIST; VICE PRESIDENT | — |
| CHIEN MICHAEL CHIH-HAO | CHIEF LEGAL OFFICER; SECRETARY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145420/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145420/similar
- Related entities: https://search.stillhousedata.com/firm/145420/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145420

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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.