LP Profile

Compass Financial Advisory Services

Also known as compass financial advisory services

Wealth ManagerOrmond Beach, United StatesFounded 1991
Ormond Beach
Headquarters
Investment Focus

About Compass Financial Advisory Services

Compass Financial Advisory Services is a wealth manager based in Ormond Beach, US. Founded in 1991.

Preferred Sectors & Themes

FoodRetail

Preferred Geographies

North America
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Compass Financial Advisory Services from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$527.2M
Total Clients
1,031
Filing Date
February 17, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Compass Financial Advisory Services across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Compass Financial Advisory Services?

Compass Financial Advisory Services is a wealth manager based in Ormond Beach, United States.

Where is Compass Financial Advisory Services headquartered?

Compass Financial Advisory Services is headquartered in Ormond Beach, United States.

When was Compass Financial Advisory Services founded?

Compass Financial Advisory Services was founded in 1991.

What does Compass Financial Advisory Services invest in?

Compass Financial Advisory Services focuses on Food, Retail.

How can I contact Compass Financial Advisory Services?

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