RIA Intel›Advisers›Georgia›COMPASS FINANCIAL CONSULTING, LLC

COMPASS FINANCIAL CONSULTING, LLC

Advisory

N·ATLANTA, GA

Data as of Mar 27, 2017 · Source: SEC Form ADV

Total AUM

$231M

1-Year AUM Growth

+11.5%

3-Year CAGR

+4.3%

Employees

5

Assets Under Management

Total AUM$231M

Discretionary AUM$223M

Non-Discretionary AUM$8M

Discretionary %96.6%

Total Clients—

Team

Total Employees5

Investment Advisers6

Employee Growth (1Y)—

Filing History

Total Filings on Record29

First FilingFeb 17, 2004

Latest FilingMar 27, 2017

🔒 Full AUM trend chart and 29 historical filings spanning 13+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on COMPASS FINANCIAL CONSULTING, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.