# COMPASS RETIREMENT, LLC

COMPASS RETIREMENT, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 158412
- Type: SEC-registered investment adviser
- SEC file number: 801-135947
- Phone: 860-661-3821
- Latest filing: 2026-04-30
- Regulatory AUM: $105.1M
- Discretionary AUM: $92.3M
- Non-discretionary AUM: $12.8M
- Clients: 1
- Accounts: 255

## Business model

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

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| John Robert Bubello | MANAGING MEMBER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/158412/brochure
- Similar advisers: https://search.stillhousedata.com/firm/158412/similar
- Related entities: https://search.stillhousedata.com/firm/158412/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/158412

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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.