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

Employees

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Registration Details

Accession: crd-316843
Location: ORMOND BEACH, FL
Filing Date: August 12, 2026
AUM: $527.2M
Employees: 11
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

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

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