Full Compass Investment Advisors

Overview

Full Compass Investment Advisors operates as a very small, owner-run advisory practice focused on wealth management for individuals and families and portfolio management for small businesses. The firm is structured as a sole proprietorship and charges clients through a mix of percentage-of-AUM fees, hourly billing and, when appropriate, performance-based arrangements. Investment activity centers on publicly traded securities, with a clear preference for exchange-traded equities as the primary building blocks of client portfolios. The adviser does not identify as an ESG-focused manager and is not registered as a multi-state adviser. Given its size and client base, the firm appears to run personalized, account-level management rather than large pooled vehicles. Service scope is centered on direct portfolio management rather than institutional consulting or broad capital allocation across external platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices