Compass Financial Group, Inc.
Compass Financial Group, Inc. is an SEC-registered wealth manager in Deerfield Beach, FL with $429.7M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Compass Financial Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 125186, SEC 801-61941, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $429.7M (2026-03-26)
- Firm type
- Wealth Manager
- Location
- Deerfield Beach, FL
- Employees
- 6
- Clients
- 120
- CRD
- 125186
- Ownership
- SHEIN, BLAIR, CHARLES; SHEIN, JAY, LESING; SHEIN, VAL; Shein, Leslie, Kay
How much AUM does Compass Financial Group, Inc. have?
Compass Financial Group, Inc. reported $429.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Compass Financial Group, Inc.?
Disclosed owners and executives of Compass Financial Group, Inc. include SHEIN, BLAIR, CHARLES, SHEIN, JAY, LESING, SHEIN, VAL, Shein, Leslie, Kay. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.