CONSHOHOCKEN, PACRD 166418Latest ADV March 24, 2026
Compass Ion Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Conshohocken, PA. Its latest Form ADV filing, dated March 24, 2026, reports $1.6B in regulatory assets under management, 24 employees, 16 offices, and 3,745 accounts.
Assets Under Management
$1.6B
Employees
24
Offices
16 offices
Total Clients
1,204
Primary office
CONSHOHOCKEN, PA
300 CONSHOHOCKEN STATE ROAD, SUITE 230, CONSHOHOCKEN, PA, 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 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.1% of total clients.
Top client categories% of clientsClients
1
Individuals
70.1%
844
2
HNWI
27.7%
333
3
Pension Plans
2.2%
27
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of March 24, 2026
Discretionary91.5%
$1.5B
92% of total RAUM91.5%
Non-discretionary8.5%
$134M
8% of total RAUM8.5%
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.
Total AUM$1.6B
Total Accounts3,745
10Y AUM Change+$1.0B (+186.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees24
Clients per Employee50:1
10Y Employee Change+6 (+33.3%)
* 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.