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COMPASS FINANCIAL GROUP, INC.

CRD 130867 · SEC 801-130710

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6277 RIVERSIDE DRIVE, SUITE 2N, DUBLIN, OH, 43017, United States

Phone

614-791-0093

Fax

614-401-8095

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$148.8M

Discretionary AUM

$148.8M

Team

4 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-02-09

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals57$23.1M
High net worth individuals101$125.7M

States served

OH

All web addresses on file

Official SEC filing: View on IAPD