COMPASS FINANCIAL SERVICES, INC.

Overview

Compass Financial Services, Inc. is an independent registered investment adviser that manages a concentrated, equity‑centric advisory practice for individual and family clients. The firm bills on a percentage‑of‑AUM basis and describes its core advisory work as financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. Compass operates as a capital allocator within client portfolios, favoring publicly traded equities—primarily exchange‑traded instruments—while retaining the ability to use third‑party managers when specialized exposure is needed. The firm is not an active ESG investor and lists an insurance company affiliation, indicating insurance solutions may play a role in client planning or product distribution.

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Public Holdings

Investments & Alternatives

Location & Offices