$12.9M Total AUM
$12.9M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-19-2012
- Office Locations
- 1
Office Locations
-- BIG Canoe GA
About Compass Advisors LLC
Compass Advisors LLC is a BIG Canoe-based RIA. The firm has been operating for 14 years. Managing $12.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$12.9M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
14.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Summit
Client Personas
Fusion
Investment Themes
Capital unison Timber unison
Services
Legacy Alpha focus Vital Zenith Horizon Fusion momentum Quantum vital
Owner & Executives
R
ROBERT HOWARD MOODY II
Chief Compliance Officer, President
- CRD
- #2830402
- Ownership
- 75% or more
(899) 736-2994
value.focus@unisoncapital.com
in linkedin.com/in/unison-momentum
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,925,000 | $295,262 |
| Non-Discretionary | $0 | $429,086 |
| Total | $12,925,000 | $303,372 |
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Separately Managed Accounts
Total SMA Asset: $12,925,000
Cash:
44.2% Equity - Exchange:
55.8% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $2,960,878,538 | 44.2% |
| Equity - Exchange | $3,737,941,683 | 55.8% |
| Total | $6,698,820,221 | 100.0% |