Investment adviser · CRD 157109
COMPASS FINANCIAL GROUP, INC
Investment adviser filing (IA)
SIOUX FALLS, SD, United States · Form ADV filed Aug 24, 2026
- Regulatory AUM
- $1.48B Form ADV · Item 5.F
- Client accounts
- 2,826 Accounts, not individual clients
- Employees
- 13 Reported in this filing
- Advisory professionals
- 7 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 | 304 | $925,000,000 | 62.4% |
| Individuals | 2,512 | $546,712,000 | 36.9% |
| Corporations & businesses | 10 | $10,000,000 | 0.7% |
| Charities | Fewer than 5 | $1,000,000 | 0.1% |
Filing source
Form ADV 2127430 · Aug 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: Aug 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
4300 SOUTH LOUISE AVE., SUITE 300SIOUX FALLS, SD, 57106, United States
CRD 157109
Filing source
Form ADV 2127430 · Aug 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.