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- Custodian
- Charles Schwab & Company ยท T. Rowe Price
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-10-2011
- Office Locations
- 1
Office Locations
About Compass Financial Group, INC
Compass Financial Group is a locally owned, family-run independent RIA in Sioux Falls, SD, providing holistic financial planning that integrates investment management with insurance guidance. The team includes multiple CFP professionals and emphasizes open-architecture, non-proprietary product selection. The firm has served the Sioux Falls area for 35+ years and typically custodies client assets at Charles Schwab.
Reported data analysis
What the numbers show
Between November 13, 2025 and August 24, 2026, reported AUM increased 21.0%, from $1.2B to $1.5B.
Across 5 reported observations, AUM increased 95.1% between May 12, 2022 and August 24, 2026, from $760.0M to $1.5B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 7 advisory representatives and 2,826 clients, or 403.7 clients per representative. That equates to $524.7K in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on August 24, 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
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- 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
JASEN DAVID HALLER
Certified Financial Planner
- CRD
- #6339663
- Ownership
- 25% but less than 50%
JESSE DAVID HALLER
President, VICE PRESIDENT
- CRD
- #5588123
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Jose Addink
Certified Financial Planner
- CRD
- #7704684
Ezekiel Myles Klosterman
--
- CRD
- #7535183
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,482,712,000 | $524,668 |
| Non-Discretionary | $0 | -- |
| Total | $1,482,712,000 | $524,668 |
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Separately Managed Accounts
SMA allocation detail is available
Compass Financial Group, INC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Compass Financial Group, INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.