Compass Financial Group, Inc.
Compass Financial Group, Inc. is an SEC-registered mass-market adviser in Dublin, OH with $148.8M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Compass Financial Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 130867, SEC 801-130710, data through 2026-02-09.
- AUM (assets under management / regulatory AUM)
- $148.8M (2026-02-09)
- Firm type
- Mass-Market Adviser
- Location
- Dublin, OH
- Employees
- 4
- Clients
- 158
- CRD
- 130867
- Ownership
- MENGES, MARK, ALAN; JOHNSON, GREGORY, R
How much AUM does Compass Financial Group, Inc. have?
Compass Financial Group, Inc. reported $148.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-09).
Who owns Compass Financial Group, Inc.?
Disclosed owners and executives of Compass Financial Group, Inc. include MENGES, MARK, ALAN, JOHNSON, GREGORY, R. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.