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 registered investment adviser organized as a corporation and owned by an individual. The firm serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its advisory fees are charged as a percentage of assets under management and via fixed fees. Compass Financial Group is SEC-registered (2024), does not market itself as an ESG investor, and does not operate as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 2MARK 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 46Active vs passive
$147M in ETFs
87%
$128M
4%
$18.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $20.8M | 32,042 | 14.16% |
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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