Investment adviser · CRD 316843
COMPASS FINANCIAL ADVISORY SERVICES, LLC
Investment adviser filing (IA)
ORMOND BEACH, FL, United States · Form ADV filed Aug 12, 2026
- Regulatory AUM
- $527M Form ADV · Item 5.F
- Client accounts
- 1,031 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 6 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 |
|---|---|---|---|
| High-net-worth individuals | 362 | $368,266,025 | 69.9% |
| Individuals | 669 | $158,889,768 | 30.1% |
Filing source
Form ADV 2125576 · Aug 12, 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: Aug 12, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
880 AIRPORT ROAD, SUITE 112AORMOND BEACH, FL, 32174, United States
CRD 316843
Filing source
Form ADV 2125576 · Aug 12, 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.