# COMPASS FINANCIAL GROUP, INC

COMPASS FINANCIAL GROUP, INC of SIOUX FALLS, SD is an SEC-registered investment adviser.

## Registration

- CRD: 157109
- Type: SEC-registered investment adviser
- SEC file number: 801-76392
- Location: 4300 SOUTH LOUISE AVE., SUITE 300, SIOUX FALLS, SD, 57106
- Phone: 605-338-7150
- Latest filing: 2026-07-30
- Regulatory AUM: $1.5B
- Discretionary AUM: $1.5B
- Clients: 13
- Accounts: 2,826

## Business model

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

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Jesse David Haller | VICE PRESIDENT & DIRECT OWNER | — |
| John David Haller | PRESIDENT, CHIEF COMPLIANCE OFFICER, & DIRECT OWNER | — |
| Jasen David Haller | DIRECT OWNER | — |
| HALLER JESSE DAVID | DIRECT OWNER; PRESIDENT & CHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF COMPLIANCE OFFICER, & DIRECT OWNER (+1 more) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/157109/brochure
- Similar advisers: https://search.stillhousedata.com/firm/157109/similar
- Related entities: https://search.stillhousedata.com/firm/157109/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/157109

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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.