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COMPASS INVESTMENT ADVISERS, LLC
CRD 131933 · SEC 801-131278
4475 SW SCHOLLS FERRY RD, SUITE 270, PORTLAND, OR, 97225-1958, United States
Phone
503-473-8422
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$110.5M
Discretionary AUM
$104.2M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 47 | $27.9M |
| High net worth individuals | 25 | $81.9M |
States served
OR, WA
All web addresses on file
Official SEC filing: View on IAPD