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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-05-2004
- Office Locations
- 2
Office Locations
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.
Reported data analysis
What the numbers show
Between February 3, 2025 and February 9, 2026, reported AUM increased 15.9%, from $128.4M to $148.8M.
Across 3 reported observations, AUM increased 29.6% between September 13, 2024 and February 9, 2026, from $114.8M to $148.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 158 clients, or 79 clients per representative. That equates to $941.7K in reported AUM per client.
The profile lists 2 reported office locations and 21 years in operation. The source data was last updated on February 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Compass Financial Group, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARK ALAN MENGES
President
- CRD
- #2875507
- Ownership
- 75% or more
GREGORY R JOHNSON
Financial Advisor
- CRD
- #5178491
- Ownership
- 10% but less than 25%
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| 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
SMA allocation detail is available
Compass Financial Group, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Compass Financial Group, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.