CRD: 125186
Compass Financial Group, Inc.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-24-2003
- Office Locations
- 1
Office Locations
About Compass Financial Group, Inc.
Compass Financial Group is a Florida-based wealth manager providing coordinated wealth management, including portfolio management and investment consulting, retirement planning, estate planning, tax-minimization strategies (in coordination with a client’s CPA), risk management, and family office support. The team uses a disciplined, research-driven approach aligned to client risk tolerance, led by Blair C. Shein, CFA/CFP, and Jay L. Shein, CFP (co-CIO), with published thought leadership on alternatives and ESG.
Reported data analysis
What the numbers show
Between March 27, 2025 and March 26, 2026, reported AUM increased 5.9%, from $405.9M to $429.7M.
Across 5 reported observations, AUM increased 11.1% between March 23, 2022 and March 26, 2026, from $386.9M to $429.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 120 clients, or 30 clients per representative. That equates to $3.6M in reported AUM per client.
The profile lists 1 reported office location and 23 years in operation. The source data was last updated on March 26, 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
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
BLAIR CHARLES SHEIN
Chief Investment Officer, Managing Partner
- CRD
- #4646254
- Ownership
- 75% or more
Leslie Kay Shein
Secretary, VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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STACEY LYNN BEVERLEY
Investment Advisor
- CRD
- #4678448
JAY LESING SHEIN
Certified Financial Planner
- CRD
- #1741677
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $429,741,750 | $997,081 |
| Non-Discretionary | $0 | -- |
| Total | $429,741,750 | $997,081 |
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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.