ORMOND BEACH, FLCRD 316843Latest ADV February 17, 2026
Compass Financial Advisory Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ormond Beach, FL. Its latest Form ADV filing, dated February 17, 2026, reports $527M in regulatory assets under management, 12 employees, and 1,031 accounts.
Assets Under Management
$527M
Employees
12
Offices
--
Total Clients
1,031
Primary office
ORMOND BEACH, FL
880 AIRPORT ROAD, SUITE 112A, ORMOND BEACH, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.9% of total clients.
Top client categories% of clientsClients
1
Individuals
64.9%
669
2
HNWI
35.1%
362
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$527Mas of February 17, 2026
Discretionary99.0%
$522M
99% of total RAUM99.0%
Non-discretionary1.0%
$5M
1% of total RAUM1.0%
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$527M
Total Accounts1,031
10Y AUM Change+$527M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee86:1
10Y Employee Change+9 (+300.0%)
* 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.