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Compass Financial Advisory Services, LLC

Compass Financial Advisory Services, LLC. CRD 316843

Compass Financial Advisory Services, LLC logo

CRD: 316843

Compass Financial Advisory Services, LLC

Ormond Beach, FL, 32174
3866735191
compassfinancial.us
$527.2M Total AUM
$522.0M Disc. AUM
24.1% 3Y CAGR
12 Employees
1,031 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Pershing
Clients
Retail
Platforms
Eagle vertex
Established Date
09-01-2021
Office Locations
3

Office Locations

210 OAK Hollow Ct. White Georgia GA
880 Airport Road, Suite 112a Ormond Beach FL
-- North Myrtle Beach SC

About Compass Financial Advisory Services, LLC

Compass Financial Advisory Services, LLC is a Florida-based RIA focused on retirement planning and ongoing investment guidance for Publix associates. The firm has served this niche since 1991 and is known for planning around concentrated Publix stock, including Net Unrealized Appreciation (NUA) and 72(t) strategies, built from a personalized retirement plan. Custody includes Pershing.

Team overview

-- AVG AGE
$75.3M AVG AUM / ADVISOR
$511.3K AVG AUM / CLIENT
3 yrs AVG TENURE
12 Employees
7 Advisory Reps
7 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Beacon ridge Vector quantum Delta

Client Personas

Unison Unison ember

Investment Themes

Crest Horizon Quantum Vector delta

Investment Vehicles

Ridge Pioneer legacy

Services

Element Unison harbor Foundation Vertex frontier Prime Vertex alpha North

Technology

Matrix zenith

Owner & Executives

T

TARA ASHLEY SANDERS

Chief Compliance Officer, Chief Executive Officer, Managing Member

CRD
#2546811
Ownership
50% but less than 75%
(441) 233-7670
ridge.fusion@primecapital.com
in linkedin.com/in/delta-vector
T

THOMAS CLYDE MASSEBEAU

Chief Executive Officer, President

CRD
--
Ownership
Less than 5%
(603) 712-7283
north.optima@unisoncapital.com
in linkedin.com/in/atlas-alpha

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Contacts

B

BRUCE STEVEN BOYLE

Financial Advisor, General Partner

CRD
#2728694
(886) 653-8642
ember.catalyst@elementcapital.com
in linkedin.com/in/beacon-atlas
J

John Richard Cecere

Vice President

CRD
#7767522
(606) 374-6113
vital.alpha@oakcapital.com
in linkedin.com/in/momentum-zenith
U

Unison zenith

Zenith wave capital

CRD
#42459
(331) 971-9782
frontier.fusion@northcapital.com
in linkedin.com/in/ridge-glacier

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-20-2022
09-06-2023
12-23-2024
07-14-2025
02-17-2026
Category Assets AVG. Account size
Discretionary $522,029,602 $531,598
Non-Discretionary $5,126,191 $104,616
Total $527,155,793 $511,305

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Separately Managed Accounts

Total SMA Asset: $527,155,793

$527.2M Total SMA
Equity - OTC:
30.9%
Cash:
17.8%
Equity - Exchange:
22.1%
Public Funds:
29.2%
Asset class Assets Assets %
Equity - OTC $743,243,014 30.9%
Cash $428,146,461 17.8%
Equity - Exchange $531,575,101 22.1%
Public Funds $702,352,621 29.2%
Total $2,405,317,197 100.0%

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