GRAND RAPIDS, MNCRD 146626Latest ADV July 24, 2026
North Compass Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Grand Rapids, MN. Its latest Form ADV filing, dated July 24, 2026, reports $146M in regulatory assets under management, 4 employees, and 600 accounts.
Assets Under Management
$146M
Employees
4
Offices
--
Total Clients
308
Primary office
GRAND RAPIDS, MN
21 NE 5TH STREET, SUITE 301, GRAND RAPIDS, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Commissions
Sources checked Sep 12, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 87.0% of total clients.
Top client categories% of clientsClients
1
Individuals
87.0%
268
2
HNWI
13.0%
40
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$146Mas of July 24, 2026
Discretionary100.0%
$146M
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.
Total AUM$146M
Total Accounts600
10Y AUM Change$0 (0.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee77:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
This firm has a multi year gap in available SEC ADV filing history between 2012 and 2026. Charts show the most recent available filing segment under this CRD.
* 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.