Compass Financial Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Dublin, OH. Its latest Form ADV filing, dated February 9, 2026, reports $149M in regulatory assets under management, 4 employees, and 158 accounts.
Assets Under Management
$149M
Employees
4
Offices
--
Total Clients
158
Primary office
DUBLIN, OH
6277 RIVERSIDE DRIVE, SUITE 2N, DUBLIN, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 63.9% of total clients.
Top client categories% of clientsClients
1
HNWI
63.9%
101
2
Individuals
36.1%
57
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$149Mas of February 9, 2026
Discretionary100.0%
$149M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$149M
Total Accounts158
10Y AUM Change+$34M (+29.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee40:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.