Compass Financial Group, Inc.
Firm details
- Headquarters
- Dublin, Ohio
- CRD number
- 130867
- Registered since
- July 17, 2024
- Website
- www.compassfg.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI84.47%
- Individuals15.53%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Compass Financial Group, Inc. is an independent, individual-owned SEC-registered registered investment adviser that focuses on serving individuals, families and small-business owners. The firm offers financial planning and discretionary portfolio management and charges clients via a mix of percentage-of-AUM and fixed fees. It is organized as a corporation and describes its investment preference toward equities rather than ESG-driven strategies. Compass does not present itself as a capital allocator or a multi-state advisory platform.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities85%
- Public Funds/Mutual Funds5%
- US Government Bonds4%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents3%
Contacts
2 of 2
Mark Menges
PresidentCRD 2875507
Gregory Johnson
Senior Wealth AdvisorCRD 5178491
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$160M in ETFs
86%
$139M
4%
$21.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $24.4M | 32,711 | 15.22% |
Location
Dublin, OH
Franklin
Location
Dublin, OH
Headquartered in Dublin, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 6277 Riverside Dr
- Time zone
- ET (UTC-5)
- Office locations
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