Kompass Financial Advisors, Inc.

Overview

Kompass Financial Advisors, Inc. is a small, owner-operated corporate RIA serving individual and family clients with a mix of portfolio management, pension consulting support and selection-of-other-advisers services. The firm also operates as an insurance broker, which shapes its product mix and distribution channels. Investment activity centers on traditional mutual funds for core equity and fixed-income exposures and insurance-wrapped solutions such as annuities, while the firm allocates externally managed capital to real estate strategies as its primary alternative exposure. Kompass is not an active ESG investor and operates with a regional footprint rather than a broad multi-state advisory platform. Service delivery appears consultative and hands-on given the firm’s size and concentrated client base. The combination of portfolio management, adviser selection and insurance brokerage suggests Kompass blends discretionary management with packaged insurance products and third-party manager access—particularly for real estate allocations—rather than running large in-house open-architecture platforms.

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Location & Offices