RIA Intel›Advisers›Florida›COMPASS FINANCIAL MANAGEMENT LLC

COMPASS FINANCIAL MANAGEMENT LLC

Advisory

N·TAMPA, FL

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$894M
1-Year AUM Growth
+26.8%
3-Year CAGR
+31.6%
Employees
31
Assets Under Management
Total AUM$894M
Discretionary AUM$894M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1,350
Team
Total Employees31
Investment Advisers33
Employee Growth (1Y)+25.0%
Filing History
Total Filings on Record34
First FilingApr 7, 2011
Latest FilingMar 27, 2026
🔒 Full AUM trend chart and 34 historical filings spanning 15+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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