SEC Form ADV

COMPASS FINANCIAL GROUP, INC.

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

Registered Investment AdviserOH

$148.8M

Assets Under Management

158

Total Clients

Employees

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Registration Details

Accession: CRD-130867
Location: DUBLIN, OH
Filing Date: February 9, 2026
AUM: $148.8M
Total Clients: 158
Employees: 4
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

COMPASS FINANCIAL GROUP, INC. is a registered investment adviser headquartered in DUBLIN, OH, managing approximately $148.8M in assets across 158 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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