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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-31-2006
- Office Locations
- 1
Office Locations
About Compass Investments LLC
Compass Investments LLC is a Pittsburgh-based RIA providing financial planning, portfolio construction, and discretionary asset management for business owners and other retail/institutional clients. The firm emphasizes asset-allocation portfolios using ETFs and mutual funds/public funds alongside fixed income, with real estate considerations. Assets are custodied at Charles Schwab, supporting streamlined model and ETF implementation.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
Olivia Sue Knecht
Advisor, PRINCIPAL
- CRD
- #7339512
- Ownership
- 75% or more
Ryan Christopher Oakes
Chief Compliance Officer, Vice President
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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DENNIS DONALD CRITESER
Investment Advisor
- CRD
- #3263353
GLEN EDWIN ROLOFSON
Investment Advisor Representative
- CRD
- #1852457
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,158,481 | $222,867 |
| Non-Discretionary | $0 | -- |
| Total | $93,158,481 | $222,867 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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