COMPASS FINANCIAL GROUP

COMPASS FINANCIAL GROUP of SAN ANTONIO, TX is an SEC-registered investment adviser (CRD 328412). Regulatory assets under management: $91.6M.

Registration

• CRD: 328412
• Type: Registered investment adviser
• Location: 16414 SAN PEDRO AVENUE, SAN ANTONIO, TX, 78232
• Phone: 210-783-0042
• Latest filing: 2026-05-14
• Regulatory AUM: $91.6M
• Non-discretionary AUM: $91.6M
• Clients: 4
• Accounts: 421

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328412 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search