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Compass Financial Management LLC

Compass Financial Management LLC. CRD 156345

Compass Financial Management LLC logo

CRD: 156345

Compass Financial Management LLC

Tampa, FL, 33629
8135976400
compassfmllc.com
$893.8M Total AUM
$893.8M Disc. AUM
-- 3Y CAGR
33 Employees
2,228 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
Summit
Established Date
05-13-2011
Office Locations
37

Office Locations

1100 NW Loop 410 Suite 700 SAN Antonio TX
116 Lynwood Drive Knoxville TN
12200 5TH Street E Treasure Island FL

About Compass Financial Management LLC

Compass Financial Management is an independent RIA providing fiduciary wealth management, investment strategy, and comprehensive financial planning including 401(k) advisory for individuals and families across life stages, with an emphasis on building generational wealth and avoiding conflicted fees. Portfolios primarily use ETFs and public funds with an asset-allocation and risk-management focus, and the firm supports custody through Schwab and Fidelity/NFS.

Team overview

50 AVG AGE
$28.8M AVG AUM / ADVISOR
$401.2K AVG AUM / CLIENT
2.4 yrs AVG TENURE
33 Employees
31 Advisory Reps
33 RIA Reps
15yrs Firm Age

Insights

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Asset Classes

Oak

Client Personas

Momentum peak

Custodian

Vector value

Investment Themes

Eagle legacy

Investment Vehicles

Harbor timber North

Services

Alpha Capital Harbor Frontier frontier Optima Capital vertex

Technology

Harbor radial

Owner & Executives

CHRISTOPHER MARKOWSKI

CHRISTOPHER MARKOWSKI

Advisor, DIRECTOR, Managing Member

CRD
#2556011
Ownership
25% but less than 50%
(982) 522-7481
pioneer.quantum@alphacapital.com
in linkedin.com/in/legacy-pathway
MATTHEW MARKOWSKI

MATTHEW MARKOWSKI

Chief Compliance Officer, DIRECTOR, Managing Member

CRD
#3092149
Ownership
25% but less than 50%
(624) 668-4329
timber.north@alphacapital.com
in linkedin.com/in/zenith-alpha
A

Atlas delta

Fusion legacy ridge

CRD
#52900
Ownership
45.5%
(793) 351-1636
alpha.quantum@pathwaycapital.com
in linkedin.com/in/matrix-foundation

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Contacts

P

PETER JOHN AIKSNORAS

Owner

CRD
#1727469
(888) 908-6412
bridge.quantum@optimacapital.com
in linkedin.com/in/beacon-zenith
B

Bradley Arnold Allan

--

CRD
#6740905
(779) 223-6044
meridian.value@capitalcapital.com
in linkedin.com/in/matrix-radial
S

Signal unison

Delta value pathway

CRD
#43071
(734) 531-8772
legacy.optima@capitalcapital.com
in linkedin.com/in/crest-fusion

Showing 2 of 43 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
02-18-2022
10-30-2023
05-10-2024
11-17-2025
05-18-2026
Category Assets AVG. Account size
Discretionary $893,836,789 $235,282
Non-Discretionary $0 --
Total $893,836,789 $235,282

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Separately Managed Accounts

Total SMA Asset: $893,836,789

$893.8M Total SMA
Equity - Exchange:
7.6%
Public Funds:
29.5%
Cash:
8.1%
Private Funds:
13.8%
Corporate - Investment Grade:
25.5%
U.S. Government/Agency:
15.5%
Asset class Assets Assets %
Equity - Exchange $273,227,993 7.6%
Public Funds $1,060,556,027 29.5%
Cash $291,203,519 8.1%
Private Funds $496,124,514 13.8%
Corporate - Investment Grade $916,751,820 25.5%
U.S. Government/Agency $557,241,303 15.5%
Total $3,595,105,176 100.0%

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