# COMPASS FINANCIAL SERVICES, INC.

COMPASS FINANCIAL SERVICES, INC. of WINSTON-SALEM, NC is an SEC-registered investment adviser.

## Registration

- CRD: 336559
- Type: SEC-registered investment adviser
- Location: 108 CAMBRIDGE PLAZA DRIVE, WINSTON-SALEM, NC, 27104
- Phone: 336-768-5111
- Latest filing: 2026-03-02
- Regulatory AUM: $24.9M
- Discretionary AUM: $24.9M
- Clients: 2
- Accounts: 101

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/336559/brochure
- Similar advisers: https://search.stillhousedata.com/firm/336559/similar
- Related entities: https://search.stillhousedata.com/firm/336559/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/336559

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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.