COMPASS ROSE ADVISORS, INC.

Overview

Compass Rose Advisors, Inc. is a small, fee-based wealth advisory firm focused on individual and family clients. The firm manages portfolios on a percentage-of-AUM basis and provides discretionary portfolio management and related advisory services for individuals and small businesses. Filings indicate a clear preference for publicly traded equities as the primary building block of client portfolios; the firm is not identified as an active ESG investor and operates as a single-state, individually owned corporation rather than as a multi-state or institutional allocator. Investment practice appears straightforward and liquid-oriented: listed equities and exchange-traded instruments form the core of positioning, supplemented by mutual funds and targeted allocations to commodities as an alternative sleeve. That mix suggests the firm prioritizes transparent, cost-efficient exposures while using alternatives to add diversification and non-correlated sources of return.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices