CRD: 112323
Compass Capital Corporation
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-31-1984
- Office Locations
- 6
Office Locations
About Compass Capital Corporation
Compass Capital Corporation (Compass Financial Services Group) is a Massachusetts-based wealth management firm with a 37-year track record and a 70-professional team. The firm delivers financial and estate planning, insurance, and portfolio construction/asset management for retail and institutional clients, including entrepreneurs, using asset-allocation portfolios spanning ETFs, mutual funds, fixed income and select alternatives. Custodies with LPL Financial and supports Envestnet.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SCOTT STEPHEN CHAISSON
Chairman and CEO
- CRD
- #2353375
- Ownership
- 75% or more
Tyler Michael Chaisson
Chief Compliance Officer, Investment Advisor Representative
- CRD
- #6965271
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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PHILIP BART BONCALDO
Investment Advisor Representative
- CRD
- #2087265
Seth Chadwick
--
- CRD
- #3152006
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $577,018,686 | $423,655 |
| Non-Discretionary | $86,545,663 | $9,616,185 |
| Total | $663,564,349 | $484,000 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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