EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC

CRD 145420 · SEC 801-69131

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ONE SOUTH STREET, 25TH FLOOR, BALTIMORE, MD, 21202, United States

Phone

443-224-1231

Fax

443-224-1394

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$220.9M

Discretionary AUM

$220.9M

Team

14 total employees; 10 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-16

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

Type	Clients	AUM
Individuals	150	$79.8M
High net worth individuals	13	$141.1M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

HTTPS://WWW.EQUITYCOMPASS.COM
https://twitter.com/equitycompass
https://www.linkedin.com/company/equitycompass-strategies/
https://www.facebook.com/EquityCompass/

Official SEC filing: View on IAPD