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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Value
- 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.
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Asset Classes
Client Personas
Custodian
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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%
Vital vertex
Delta crest
- CRD
- #22893
- Ownership
- 40.8%
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
Total SMA Asset: $767,495,362
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $965,670,307 | 21.2% |
| Public Funds | $2,801,354,901 | 61.5% |
| Cash | $788,023,411 | 17.3% |
| Total | $4,555,048,619 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL GLACIER | MOMENTUM VALUE | S2U7P3FTQ | PLFLE | 8.16% | $106,750,617 |
| FOCUS DELTA VERTEX | RADIAL FOCUS | K9H6N621C | RIWP | 8.11% | $109,308,585 |
| FRONTIER VERTEX | HARBOR FOCUS | EER9CTDUA | AYCK | 7.90% | $2,519,573 |
| ALPHA OPTIMA VALUE | OAK NORTH | 2226P2CPG | XNN | 6.40% | $69,870,080 |
| ATLAS PATHWAY | UNISON SUMMIT | P7GLP0IRZ | GAOQL | 5.14% | $9,668,599 |
| GLACIER VERTEX | PATHWAY EMBER | ZEF3VYXFU | TKNC | 10.87% | $56,807,820 |
| RADIAL PIONEER VALUE | TIMBER MOMENTUM | BNWK81MMY | ANNX | 1.67% | $7,284,762 |
| OAK CATALYST | OPTIMA MERIDIAN | BAK0OQ53L | KRQCW | 7.54% | $10,171,480 |