Wealth Manager
    SEC Registered
    Manages Private Funds

    Compass Financial Group, Inc

    Registered investment advisor · Sioux Falls, South Dakota · CRD #157109

    Assets Under Management
    $1.2B
    Client Accounts
    8,015
    Employees
    13
    CRD Number
    157109
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Compass Financial Group, Inc

    Compass Financial Group, Inc. is an independent investment advisory firm based in Deerfield Beach, FL, offering wealth management, financial planning, and investment services. Founded in 1961, it focuses on integrated financial advice for high net worth clients. The firm emphasizes building wealth with a purpose.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Compass Financial Group, Inc

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    Frequently Asked Questions

    What is Compass Financial Group, Inc's AUM?

    Compass Financial Group, Inc reports approximately $1.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Compass Financial Group, Inc headquartered?

    Compass Financial Group, Inc is headquartered in Sioux Falls, South Dakota.

    What is Compass Financial Group, Inc's CRD number?

    Compass Financial Group, Inc's CRD number is 157109. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Compass Financial Group, Inc manage?

    Compass Financial Group, Inc manages approximately 8,015 client accounts according to its latest SEC filing.

    Is Compass Financial Group, Inc SEC registered?

    Yes, Compass Financial Group, Inc is registered with the SEC as an investment adviser with an approved registration status.

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