COMPASS FINANCIAL ADVISORY SERVICES, LLC
SEC Form ADV profile.
Total regulatory AUM
$527,155,793
Discretionary
$522,029,602
Non-discretionary
$5,126,191
Firm details
- CRD number
- 316843
- SEC file number
- 801-123037
- Main office
- ORMOND BEACH, FL, United States
- Employees
- 11
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.