Compass Financial Advisory Services, LLC
Compass Financial Advisory Services, LLC is an SEC-registered mass-market adviser in Ormond Beach, FL with $527.2M assets under management (AUM, regulatory AUM), +49% over one year. See who owns Compass Financial Advisory Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 316843, SEC 801-123037, data through 2026-02-17.
- AUM (assets under management / regulatory AUM)
- $527.2M (2026-02-17)
- Firm type
- Mass-Market Adviser
- Location
- Ormond Beach, FL
- Employees
- 12
- Clients
- 1,031
- CRD
- 316843
- Ownership
- SANDERS, TARA, ASHLEY; COMPASS FINANCIAL MANAGEMENT GROUP, INC.; MASSEBEAU, THOMAS, CLYDE
How much AUM does Compass Financial Advisory Services, LLC have?
Compass Financial Advisory Services, LLC reported $527.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-17).
Who owns Compass Financial Advisory Services, LLC?
Disclosed owners and executives of Compass Financial Advisory Services, LLC include SANDERS, TARA, ASHLEY, COMPASS FINANCIAL MANAGEMENT GROUP, INC., MASSEBEAU, THOMAS, CLYDE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.