Compass Investment Advisers, LLC
Compass Investment Advisers, LLC is an SEC-registered ria in Portland, OR with $110.5M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Compass Investment Advisers, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 131933, SEC 801-131278, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $110.5M (2026-03-03)
- Firm type
- Ria
- Location
- Portland, OR
- Employees
- 2
- Clients
- 72
- CRD
- 131933
- Ownership
- VERMILYA, PAUL, FRANCIS
How much AUM does Compass Investment Advisers, LLC have?
Compass Investment Advisers, LLC reported $110.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Compass Investment Advisers, LLC?
Disclosed owners and executives of Compass Investment Advisers, LLC include VERMILYA, PAUL, FRANCIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.