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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-14-2017
- Office Locations
- 2
Office Locations
About Compass Advisors
Compass Advisors is an RIA serving accomplished individuals and successful businesses with personalized, unbiased wealth management. The firm combines investment management with retirement planning and estate conservation for multi-generational planning. Portfolios lean heavily on ETFs and mutual funds, with custody at Charles Schwab, and the firm supports both retail and institutional relationships.
Reported data analysis
What the numbers show
Between May 29, 2025 and February 19, 2026, reported AUM increased 19.2%, from $644.1M to $767.5M.
Across 5 reported observations, AUM increased 111.4% between October 19, 2022 and February 19, 2026, from $363.0M to $767.5M.
Of the latest reported AUM, 66.0% is discretionary and 34.0% is non-discretionary.
The firm reports 5 advisory representatives and 528 clients, or 105.6 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 2 reported office locations and 9 years in operation. The source data was last updated on February 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Compass Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL ANTHONY CUNEO
Managing Member, Managing Partner, PARTNER
- CRD
- #4634237
- Ownership
- 50% but less than 75%
LAUREN MICHELLE KING
Chief Compliance Officer, Managing Member, PARTNER
- CRD
- #4629988
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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Jeffrey Ryan Burke
Financial Advisor
- CRD
- #4849507
Brendan L Hyde
Advisor
- CRD
- #4940858
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $506,290,069 | $488,226 |
| Non-Discretionary | $261,205,293 | $2,271,350 |
| Total | $767,495,362 | $666,229 |
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Separately Managed Accounts
SMA allocation detail is available
Compass Advisors has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Compass Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.