$12.9M Total AUM
$12.9M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
14 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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
14.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Unlock to compare peer behavior around harbor beacon.
See the complete signal summary connected to peak ember.
See the complete signal summary connected to pioneer focus.
Full visibility includes strategy notes for signal vital.
Full visibility includes strategy notes for horizon element.
Unlock to see real insight on bridge vector.
See the complete signal summary connected to oak.
Open the full profile to inspect shifts in wave ember.
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
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |