# COMPASS FINANCIAL MANAGEMENT LLC

COMPASS FINANCIAL MANAGEMENT LLC of TAMPA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 156345
- Type: SEC-registered investment adviser
- SEC file number: 801-118185
- Location: 2422 W. SUNSET DRIVE, TAMPA, FL, 33629
- Phone: 813-597-6400
- Latest filing: 2026-05-18
- Regulatory AUM: $893.8M
- Discretionary AUM: $893.8M
- Clients: 33
- Accounts: 3,799

## Business model

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

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Matthew Markowski | DIRECTOR/CCO/MANAGING MEMBER | — |
| Michael John Markowski | DIRECTOR/MANAGING MEMBER | — |
| Christopher Markowski | DIRECTOR/MANAGING MEMBER | — |
| KLEIBER ROBERT CHRISTMAN | MANAGING MEMBER  / CHIEF COMPLIANCE OFFICER | — |
| MARKOWSKI MATTHEW | DIRECTOR/CCO/MANAGING MEMBER | — |
| MARKOWSKI MICHAEL JOHN | DIRECTOR/MANAGING MEMBER | — |
| MARKOWSKI CHRISTOPHER | DIRECTOR/MANAGING MEMBER | — |
| KOLBER ALYSSA MELANIE | MANAGER / CHIEF COMPLIANCE OFFICER | — |
| GRACEFFO JILL KAREN | MEMBER | — |


## Disclosures (11)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/156345/brochure
- Similar advisers: https://search.stillhousedata.com/firm/156345/similar
- Related entities: https://search.stillhousedata.com/firm/156345/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/156345

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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.