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Compass Financial Advisory Services, LLC

● SEC registered since 2022CRD 316843SEC# 801-123037Ormond Beach, FL
Export (members)
Reg. AUM
$443.8M
Employees
12
Accounts
941
Location
Ormond Beach, FL

Compass Financial Advisory Services, LLC assets under management

Compass Financial Advisory Services, LLC is a registered investment adviser overseen by the SEC based in Ormond Beach, FL. The firm has been registered since 2022. It reports $443.8 million in regulatory assets under management and employs 12 people.
www.linkedin.com/in/laurentanksleyView on SEC.gov ↗

Compass Financial Advisory Services, LLC owners & executives

4 reported
NameTitleOwnershipSince
Compass Financial Management Group, Inc. ControlMember25-50%2021
Tara Ashley Sanders ControlManaging Member / Ceo / Cco50-75%2021
Thomas Clyde Massebeau ControlPresidentUnder 5%2021
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Frequently asked questions

How much does Compass Financial Advisory Services, LLC manage?

Compass Financial Advisory Services, LLC reports $443.8 million in regulatory assets under management on its Form ADV.

How many employees does Compass Financial Advisory Services, LLC have?

Compass Financial Advisory Services, LLC reports 12 employees.

Where is Compass Financial Advisory Services, LLC located?

Compass Financial Advisory Services, LLC is based in Ormond Beach, FL and has been SEC-registered since 2022.

Does Compass Financial Advisory Services, LLC disclose fund performance?

Compass Financial Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address880 Airport Road, Suite 112a, Ormond Beach, FL 32174
Phone(386) 673-5191
Office hours5-Sep
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$440.8M
Non-discretionary$3M
Total (RAUM)$443.8M