# COMPASS ION ADVISORS, LLC

COMPASS ION ADVISORS, LLC of CONSHOHOCKEN, PA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 166418
- Type: SEC-registered investment adviser
- SEC file number: 801-78503
- Location: 300 CONSHOHOCKEN STATE ROAD, SUITE 230, CONSHOHOCKEN, PA, 19428
- Phone: (610) 228-2200
- Latest filing: 2026-03-24
- Regulatory AUM: $1.6B
- Discretionary AUM: $1.5B
- Non-discretionary AUM: $134.4M
- Clients: 24
- Accounts: 3,745

## Business model

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

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Matthew Daniel Kane | PRESIDENT, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| Joshua Scott Manifold | SENIOR VICE PRESIDENT AND MANAGING MEMBER | — |
| BAIRD JAMES CARL | CHAIRMAN, FOUNDING PRINCIPAL AND MANAGING MEMBER | — |
| LIMBACH GEORGE JOSEPH | SENIOR VICE PRESIDENT AND MANAGING MEMBER | — |
| MACGRAY DOUGLAS ROBYN | PRINCIPAL, MANAGING MEMBER, SENIOR VICE PRESIDENT FINANCIAL PLANNING, AND CHIEF COMPLIANCE OFFICER | — |
| KANE MATTHEW DANIEL | PRESIDENT AND MANAGING MEMBER; PRESIDENT, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| MANIFOLD JOSHUA SCOTT | SENIOR VICE PRESIDENT AND MANAGING MEMBER | — |


## Disclosures (6)

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


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/166418/brochure
- Similar advisers: https://search.stillhousedata.com/firm/166418/similar
- Related entities: https://search.stillhousedata.com/firm/166418/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/166418

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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.