$21.5M Total AUM
$21.5M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Eagle pioneerRadial alpha
- Established Date
- 11-25-2003
- Office Locations
- 1
Office Locations
-- West Chester PA
About Compass Financial Advisors, LLC
Compass Financial Advisors, LLC is a retail RIA in West Chester, PA helping individuals and business owners plan for retirement and other life goals. The firm provides financial planning, investment planning/portfolio construction, and insurance guidance, including business owner policy education. Portfolios commonly use ETFs and public funds and are custodied at Charles Schwab.
Team overview
-- AVG AGE
$21.5M AVG AUM / ADVISOR
$536.7K AVG AUM / CLIENT
22.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Delta meridian
Client Personas
Peak glacier Delta
Custodian
Vector Zenith Quantum Atlas Oak unison Quantum North north
Investment Themes
Signal harbor Vital Radial bridge Optima wave
Investment Vehicles
Catalyst Bridge delta Quantum value
Platform
North insight
Services
Crest Ember Horizon foundation Pioneer zenith Ridge element Glacier ridge Meridian momentum Foundation Timber crest Unison insight Timber Catalyst
Technology
Insight ridge Momentum
Owner & Executives
K
KENNETH RICHARD SMITH
Chief Compliance Officer, COMPLIANCE OFFICER, FOUNDER, Managing Partner
- CRD
- #2300203
- Ownership
- 75% or more
(825) 751-7752
vector.beacon@pathwaycapital.com
in linkedin.com/in/signal-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,469,769 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,469,769 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,469,769
Equity - Exchange:
22.7% Cash:
25.4% U.S. Government/Agency:
17.5% Public Funds:
34.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $71,423,887 | 22.7% |
| Cash | $79,919,239 | 25.4% |
| U.S. Government/Agency | $55,062,468 | 17.5% |
| Public Funds | $108,237,079 | 34.4% |
| Total | $314,642,673 | 100.0% |