MELVILLE, NYCRD 288256Latest ADV February 19, 2026
Compass Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Melville, NY. Its latest Form ADV filing, dated February 19, 2026, reports $767M in regulatory assets under management, 7 employees, 1 office, and 1,152 accounts.
Assets Under Management
$767M
Employees
7
Offices
1 office
Total Clients
528
Primary office
MELVILLE, NY
155 PINELAWN ROAD, SUITE 210 N, MELVILLE, NY, 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 45.5% of total clients.
Top client categories% of clientsClients
1
Individuals
45.5%
240
2
Pension Plans
30.5%
161
3
HNWI
22.9%
121
4
Corporations
1.1%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$767Mas of February 19, 2026
Discretionary66.0%
$506M
66% of total RAUM66.0%
Non-discretionary34.0%
$261M
34% of total RAUM34.0%
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$767M
Total Accounts1,152
10Y AUM Change+$767M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee75:1
10Y Employee Change+3 (+75.0%)
* 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.