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Compass Financial Group, Inc.

● SEC registered since 2024CRD 130867SEC# 801-130710Dublin, OH
Export (members)
Reg. AUM
$128.4M
Employees
4
Accounts
151
Location
Dublin, OH

Compass Financial Group, Inc. assets under management

Compass Financial Group, Inc. is a registered investment adviser overseen by the SEC based in Dublin, OH. The firm has been registered since 2024. It reports $128.4 million in regulatory assets under management and employs 4 people.
www.linkedin.com/company/compass-financial-group-llc/aboutView on SEC.gov ↗

Compass Financial Group, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Gregory R JohnsonFinancial Advisor10-25%2020
Mark Alan Menges ControlPresident And Chief Compliance OfficerOver 75%2004

Frequently asked questions

How much does Compass Financial Group, Inc. manage?

Compass Financial Group, Inc. reports $128.4 million in regulatory assets under management on its Form ADV.

How many employees does Compass Financial Group, Inc. have?

Compass Financial Group, Inc. reports 4 employees.

Where is Compass Financial Group, Inc. located?

Compass Financial Group, Inc. is based in Dublin, OH and has been SEC-registered since 2024.

Does Compass Financial Group, Inc. disclose fund performance?

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

Contact & registration

Address6277 Riverside Drive, Suite 2n, Dublin, OH 43017
Phone614-791-0093
Fax614-401-8095
Office hours9:00a.m.-5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$128.4M
Non-discretionary$0
Total (RAUM)$128.4M