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COMPASS FINANCIAL ADVISORS LLC
CRD 109131 · SEC 801-56002
9933 DUPONT CIRCLE DRIVE WEST, SUITE 100, FORT WAYNE, IN, 46825, United States
Phone
260-490-7878
Fax
260-490-7766
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$282.5M
Discretionary AUM
$281.1M
Team
9 total employees; 9 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 489 | $46.2M |
| High net worth individuals | 145 | $147.5M |
| Pension/profit sharing plans | 16 | $32.1M |
| Charitable organizations | 6 | $11.0M |
| State/municipal entities | 1 | $44.7M |
| Corporations/business entities | 2 | $1.2M |
States served
IL, IN, IA, KY, MI, MN, OH, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD