Key facts
- COMPASS FINANCIAL ADVISORS LLC is a other based in FORT WAYNE, IN.
- COMPASS FINANCIAL ADVISORS LLC reports $74K in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 109131- Regulatory AUM
- $74K
- Private fund assets
- —
- Private funds
- —
- Staff
- 9
- Registered office
- FORT WAYNE, IN
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for COMPASS FINANCIAL ADVISORS LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is COMPASS FINANCIAL ADVISORS LLC's AUM?
- COMPASS FINANCIAL ADVISORS LLC manages approximately $74K in assets.