COMPASS FINANCIAL GROUP, INC.
SEC Form ADV profile.
Total regulatory AUM
$148,793,423
Discretionary
$148,793,423
Non-discretionary
$0
Firm details
- CRD number
- 130867
- SEC file number
- 801-130710
- Main office
- DUBLIN, OH, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.