Investment adviser · CRD 288256
COMPASS ADVISORS
Investment adviser filing (IA)
COMPASS ADVISORY GROUP LLC
MELVILLE, NY, United States · Form ADV filed Sep 24, 2026
- Regulatory AUM
- $767M Form ADV · Item 5.F
- Client accounts
- 1,152 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 161 | $337,566,373 | 44.0% |
| High-net-worth individuals | 121 | $300,489,294 | 39.2% |
| Individuals | 240 | $120,193,427 | 15.7% |
| Corporations & businesses | 6 | $9,246,268 | 1.2% |
Filing source
Form ADV 2134706 · Sep 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
155 PINELAWN ROAD, SUITE 210 NMELVILLE, NY, 11747, United States
CRD 288256
Filing source
Form ADV 2134706 · Sep 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.