← Back to searchVisit website
COMPASS FINANCIAL ADVISORY SERVICES, LLC
CRD 316843 · SEC 801-123037
880 AIRPORT ROAD, SUITE 112A, ORMOND BEACH, FL, 32174, United States
Phone
(386) 673-5191
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$527.2M
Discretionary AUM
$522.0M
Team
12 total employees; 7 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 669 | $158.9M |
| High net worth individuals | 362 | $368.3M |
States served
AL, GA, KY, LA, NC, SC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD