COMPASS COACHING AND CONSULTING, LLC

Overview

Compass Coaching And Consulting, LLC is a small, owner-operated limited liability company that provides financial planning and adviser-selection services. The firm positions itself as a capital allocator that sources third‑party managers rather than operating large in‑house investment platforms. Its business model mixes advisory work with consulting: it charges on a percentage‑of‑AUM basis when applicable, and also uses hourly, fixed‑fee and other billing arrangements to support planning and coaching engagements. The firm is affiliated with an insurance company and lists selection of other advisers as a core activity, indicating it places client assets through outside managers or insurance‑wrapped vehicles rather than relying solely on proprietary products. Compass is not an active ESG investor and does not identify as a multi‑state adviser. It is not classified under a standard advisory bucket in public filings, and its SEC registration year is not provided. The firm is set up to act as an intermediary between clients and external managers, focusing on customizing solutions via third‑party allocations rather than operating a large, directly managed investment lineup.

Assets & Accounts

Investments & Alternatives

Location & Offices