RIA Intel›Advisers›Minnesota›FINANCIAL COMPASS CORPORATION

FINANCIAL COMPASS CORPORATION

Advisory

EDEN PRAIRIE, MN

Data as of Feb 25, 2026 · Source: SEC Form ADV

Average account

$175K

across 200 accounts

AUM per adviser

$17M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 25, 2026.

Total AUM

$35M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$35M

Discretionary AUM$35M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients61

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

61 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in MN

Closest by assets under management. All figures from Form ADV.

PHARMD FINANCIAL PLANNING LLC

OWATONNA, MN

$35M

JOHNSON CAPITAL MANAGEMENT, LLC

$35M

5 STONE INVESTMENTS LLC

$34M

CTS CONSULTING, LLC

$36M

TRANSITION ADVISORY GROUP LLC

$36M

HAUGE WEALTH MANAGEMENT, LLC

$34M

Get the full picture on FINANCIAL COMPASS CORPORATION

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track FINANCIAL COMPASS CORPORATION and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans