COMPASS FINANCIAL SERVICES, INC.

COMPASS FINANCIAL SERVICES, INC. of WINSTON-SALEM, NC is an SEC-registered investment adviser (CRD 336559). Regulatory assets under management: $24.9M.

Registration

• CRD: 336559
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336559 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search