Compass Financial Advisory Services, LLC
Firm details
- Headquarters
- Ormond Beach, Florida
- CRD number
- 316843
- Registered since
- January 13, 2022
- Website
- compassfinancial.us
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI69.86%
- Individuals30.14%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Compass Financial Advisory Services, LLC is an independent SEC‑registered RIA that began registration in 2022 and is organized as a limited liability company. The firm serves individual and family clients and offers financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM component with fixed fees. FINTRX flags the adviser as not a dedicated capital allocator and not an active ESG investor; it is also listed as not a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities97%
- Exchange Traded Equities1%
- Public Funds/Mutual Funds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Thomas Massebeau
Founder & Chief Exceutive OfficerCRD 2525309
Contacts
3 of 6
Lauren Tanksley
Investment Advisor RepresentativeCRD 4884656
Tara Sanders
PresidentCRD 2546811
Bruce Boyle
Executive Vice PresidentCRD 2728694
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Ormond Beach, FL
Volusia
Location
Ormond Beach, FL
Headquartered in Ormond Beach, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Volusia
- Address
- 880 Airport Rd
- Time zone
- ET (UTC-5)
- Office locations
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