# COMPASS FINANCIAL GROUP

COMPASS FINANCIAL GROUP of SAN ANTONIO, TX is an SEC-registered investment adviser.

## Registration

- CRD: 328412
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/328412/brochure
- Similar advisers: https://search.stillhousedata.com/firm/328412/similar
- Related entities: https://search.stillhousedata.com/firm/328412/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/328412

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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.