SEC Form ADV

COMPASS FINANCIAL ADVISORY SERVICES, LLC

Firm profile: Compass Financial Advisory Services — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserFL

$527.2M

Assets Under Management

1,031

Total Clients

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Registration Details

Accession: CRD-316843
Location: ORMOND BEACH, FL
Filing Date: February 17, 2026
AUM: $527.2M
Total Clients: 1,031
Amendment: No
SEC EDGAR: View original filing →

About this Adviser

COMPASS FINANCIAL ADVISORY SERVICES, LLC is a registered investment adviser headquartered in ORMOND BEACH, FL, managing approximately $527.2M in assets across 1,031 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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