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- Custodian
- American Funds ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Eagle
- Established Date
- 07-11-2018
- Office Locations
- 1
Office Locations
About Compass Capital Investments LLC
Compass Capital is an independent fiduciary RIA offering wealth management, financial planning, and discretionary portfolio management. The team targets long-term growth by selecting individual stocks in an equally weighted 25-stock approach, complemented by high-quality bonds for income, liquidity, and capital preservation. Portfolio managers invest alongside clients and keep a limited client roster for direct access and frequent reviews.
Team overview
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Asset Classes
Client Personas
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Investment Themes
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Technology
Owner & Executives
VIRGINIA ALLEN BARKETT
Financial Advisor, Managing Member
- CRD
- #5502927
- Ownership
- 75% or more
Erin Moseley
Chief Compliance Officer, Director Of Operations
- CRD
- #7426254
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Brian Jacob Taylor
Managing Partner
- CRD
- #7288167
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,551,356 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,551,356 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,551,356
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $302,150,987 | 16.9% |
| Cash | $1,244,361,460 | 69.6% |
| Public Funds | $241,363,214 | 13.5% |
| Total | $1,787,875,661 | 100.0% |