Compass Investment Advisers, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Portland, OR. Its latest Form ADV filing, dated March 3, 2026, reports $111M in regulatory assets under management, 2 employees, and 241 accounts.
Assets Under Management
$111M
Employees
2
Offices
--
Total Clients
72
Primary office
PORTLAND, OR
4475 SW SCHOLLS FERRY RD, SUITE 270, PORTLAND, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 65.3% of total clients.
Top client categories% of clientsClients
1
Individuals
65.3%
47
2
HNWI
34.7%
25
Categories with <5 clients
NON-DISCRETIONARY/ SELF-DIRECTED<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$111Mas of March 3, 2026
Discretionary94.3%
$104M
94% of total RAUM94.3%
Non-discretionary5.7%
$6M
6% of total RAUM5.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$111M
Total Accounts241
10Y AUM Change+$9M (+9.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee36:1
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.