SEC Form ADV · CIK 1913221

COMPASS FINANCIAL ADVISORS LLC

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

Registered Investment AdviserIN

$282.5M

Assets Under Management

730

Total Clients

Employees

Get LP Contact Details

Registration Details

CIK: 1913221
Accession: CRD-109131
Location: FORT WAYNE, IN
Filing Date: March 26, 2026
AUM: $282.5M
Total Clients: 730
Institutional Clients: 23
Employees: 9
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsGovernment EntitiesCorporations

About this Adviser

COMPASS FINANCIAL ADVISORS LLC is a registered investment adviser headquartered in FORT WAYNE, IN, managing approximately $282.5M in assets across 730 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

← All Form ADV Filings