$148.8M Total AUM
$148.8M Disc. AUM
-- 3Y CAGR
4 Employees
158 ADV. Clients
21 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-05-2004
- Office Locations
- 2
Office Locations
6277 Riverside Drive Suite 2N Dublin OH
6797 High Street Worthington OH
About Compass Financial Group, Inc.
Compass Financial Group is an Ohio-based wealth management firm offering holistic wealth planning, financial planning, and ongoing portfolio management aligned to client life goals. The practice supports individuals and families, with experience serving business owners and planning needs such as insurance and charitable giving. Portfolios are ETF-centric, and Fidelity/NFS is a primary custodian.
Team overview
39 AVG AGE
$74.4M AVG AUM / ADVISOR
$941.7K AVG AUM / CLIENT
16.8 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Zenith vector Zenith alpha
Investment Themes
Atlas vector
Investment Vehicles
Frontier
Services
Oak Insight horizon Capital Pathway value Timber signal Vector Horizon
Owner & Executives
M
MARK ALAN MENGES
Chief Compliance Officer, President
- CRD
- #2875507
- Ownership
- 75% or more
(759) 631-6867
summit.radial@optimacapital.com
in linkedin.com/in/vector-ember
G
GREGORY R JOHNSON
Financial Advisor
- CRD
- #5178491
- Ownership
- 10% but less than 25%
(343) 819-3233
summit.vertex@fusioncapital.com
in linkedin.com/in/frontier-vertex
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $148,793,423 | $941,731 |
| Non-Discretionary | $0 | -- |
| Total | $148,793,423 | $941,731 |
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Separately Managed Accounts
Total SMA Asset: $148,793,423
Equity - Exchange:
33.5% Public Funds:
6.4% U.S. Government/Agency:
9.1% Cash:
17.3% Corporate - Investment Grade:
33.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,493,301,994 | 33.5% |
| Public Funds | $476,332,321 | 6.4% |
| U.S. Government/Agency | $677,285,019 | 9.1% |
| Cash | $1,287,585,806 | 17.3% |
| Corporate - Investment Grade | $2,508,187,380 | 33.7% |
| Total | $7,442,692,520 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL PEAK | RADIAL NORTH | YCBOKXT7E | KAC | 4.00% | $57,344,297 |
| FOUNDATION OAK | SUMMIT UNISON | 58RH8UZ7W | CXA | 5.44% | $88,010,448 |
| PATHWAY INSIGHT | ELEMENT TIMBER | UE28FONOR | IBZ | 9.28% | $9,791,856 |
| RADIAL FOCUS SIGNAL | VERTEX HARBOR | GO2XX1GPA | EDWX | 11.44% | $14,199,568 |
| PEAK FRONTIER OAK | MOMENTUM PIONEER | 84G6FSY8G | NWQ | 2.60% | $8,685,467 |
| VECTOR BEACON | LEGACY ZENITH | YSFDBNCN8 | REZ | 10.69% | $49,109,561 |
| BRIDGE HORIZON LEGACY | CREST HARBOR | 18PU498KM | AHRWH | 6.26% | $69,924,040 |
| GLACIER RIDGE SIGNAL | ZENITH PEAK | ZXCVRAS70 | VZT | 9.76% | $92,992,200 |