$282.5M Total AUM
$281.1M Disc. AUM
12.4% 3Y CAGR
9 Employees
659 ADV. Clients
38 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Radial optimaElement delta
- Established Date
- 01-01-1988
- Office Locations
- 3
Office Locations
160 Rail Road, Suite 2 Chesterton IN
9933 West Dupont Circle Dr. STE 100 Fort Wayne IN
-- Fort Wayne IN
About Compass Financial Advisors LLC
Compass Financial Advisors LLC (Fort Wayne, IN) provides financial planning, retirement planning, and investment strategy tailored to a client’s risk tolerance, time horizon, and goals. The firm works with individuals across life stages, including business owners and entrepreneurs, and commonly implements portfolios using ETFs and public funds. Custody is through Pershing.
Team overview
52 AVG AGE
$31.4M AVG AUM / ADVISOR
$428.6K AVG AUM / CLIENT
18.8 yrs AVG TENURE
9 Employees
9 Advisory Reps
7 RIA Reps
38yrs Firm Age
Insights
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Asset Classes
Bridge optima Bridge Delta Vertex Value
Client Personas
Timber momentum Vertex
Custodian
Atlas crest Legacy Unison vector Capital capital Capital Crest Signal
Investment Themes
Atlas atlas Wave delta Fusion Ridge summit
Investment Vehicles
Focus Eagle Eagle
Platform
Signal atlas
Services
Timber quantum Bridge matrix Ridge momentum Oak capital Zenith Unison Bridge Signal quantum Catalyst Insight wave Timber Peak glacier
Technology
Unison bridge Catalyst
Owner & Executives
D
DAVID EUGENE FOUGHT
Owner
- CRD
- --
- Ownership
- 50% but less than 75%
(656) 474-5616
catalyst.vector@radialcapital.com
in linkedin.com/in/prime-atlas
CLIFFORD LEE MALINGS
Financial Advisor
- CRD
- #5044575
- Ownership
- 10% but less than 25%
(825) 765-9784
pioneer.ember@unisoncapital.com
in linkedin.com/in/vector-signal
I
Insight ember
Peak meridian crest
- CRD
- #89952
- Ownership
- 47.1%
(353) 934-2176
element.horizon@oakcapital.com
in linkedin.com/in/alpha-ridge
Showing 2 of 6 owners & executives
Unlock allContacts
M
MICHAEL HOWARD SIMPSON
Financial Advisor
- CRD
- #4223513
(701) 982-4627
pioneer.matrix@elementcapital.com
in linkedin.com/in/ember-peak
CHRISTOPHER JOHN SWANSON
--
- CRD
- #1233703
(482) 500-5095
north.catalyst@signalcapital.com
in linkedin.com/in/alpha-catalyst
L
Legacy atlas
Beacon value
- CRD
- #90597
(217) 468-5238
vertex.zenith@harborcapital.com
in linkedin.com/in/delta-alpha
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $281,086,772 | $387,172 |
| Non-Discretionary | $1,387,853 | $346,963 |
| Total | $282,474,625 | $386,952 |
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Separately Managed Accounts
Total SMA Asset: $282,474,625
Equity - Exchange:
29.6% Public Funds:
7.6% Cash:
15.9% Corporate - Investment Grade:
18.6% U.S. Government/Agency:
28.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $865,186,426 | 29.6% |
| Public Funds | $222,142,461 | 7.6% |
| Cash | $464,745,411 | 15.9% |
| Corporate - Investment Grade | $543,664,444 | 18.6% |
| U.S. Government/Agency | $827,188,374 | 28.3% |
| Total | $2,922,927,116 | 100.0% |
13F Holdings | Q3 2023
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER PEAK | VERTEX HORIZON | GLWM544Z9 | BIJKS | 6.11% | $79,904,288 |
| PRIME QUANTUM CATALYST | OPTIMA ZENITH | UHVA8RNW9 | RED | 4.26% | $118,456,200 |
| VALUE EMBER TIMBER | FOUNDATION ZENITH | FLM663K4Z | NYZ | 7.85% | $56,619,760 |
| RIDGE GLACIER | MATRIX UNISON | 6JLRURGB6 | PTMH | 10.34% | $19,282,622 |
| UNISON GLACIER | MOMENTUM FUSION | OA4500C49 | KCJ | 10.31% | $48,941,967 |
| VITAL FRONTIER OAK | QUANTUM TIMBER | Y6MSIRQGM | HFXKE | 4.80% | $97,539,846 |
| OPTIMA HARBOR | SUMMIT ATLAS | HIUJ649QQ | ZAXTG | 9.65% | $90,552,413 |
| BRIDGE PATHWAY QUANTUM | WAVE PRIME | YXB574MIK | IOY | 0.70% | $1,516,572 |