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COMPASS FINANCIAL GROUP, INC.
CRD 125186 · SEC 801-61941
665 S.E. 10TH STREET, SUITE 202, DEERFIELD BEACH, FL, 33441, United States
Phone
954-481-2607
Fax
954-481-2614
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$429.7M
Discretionary AUM
$429.7M
Team
6 total employees; 4 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)FAMILY OFFICE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $22.0M |
| High net worth individuals | 87 | $407.7M |
States served
TX, FL
All web addresses on file
Official SEC filing: View on IAPD