Compass Financial Advisors LLC
Compass Financial Advisors LLC is an SEC-registered mass-market adviser in Fort Wayne, IN with $282.5M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Compass Financial Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 109131, SEC 801-56002, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $282.5M (2026-03-26)
- Firm type
- Mass-Market Adviser
- Location
- Fort Wayne, IN
- Employees
- 9
- Clients
- 659
- CRD
- 109131
- Ownership
- LAUER, JOHN, GERARD; DAVID E. FOUGHT CRUT; KING, LOREN, PAUL; KING, MICHAEL, FRANCIS; SYNERGY PRIVATE CAPITAL FUND
How much AUM does Compass Financial Advisors LLC have?
Compass Financial Advisors LLC reported $282.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Compass Financial Advisors LLC?
Disclosed owners and executives of Compass Financial Advisors LLC include LAUER, JOHN, GERARD, DAVID E. FOUGHT CRUT, KING, LOREN, PAUL, KING, MICHAEL, FRANCIS, SYNERGY PRIVATE CAPITAL FUND. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.