CRD: 166418
Compass ION Advisors, LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-30-2013
- Office Locations
- 7
Office Locations
About Compass ION Advisors, LLC
Compass Ion Advisors is an independent RIA serving individuals, families, and business owners with customized financial planning, portfolio construction, and retirement plan consulting, including support for entrepreneurs and business exits. The firm is investment-neutral and commonly implements allocations with ETFs and mutual funds, custodying with providers such as Schwab. It donates 20% of net income annually to give back.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MATTHEW DANIEL KANE
Chief Compliance Officer, President, PRINCIPAL
- CRD
- #2397223
- Ownership
- 50% but less than 75%
JOSHUA SCOTT MANIFOLD
Managing Member, SENIOR VICE PRESIDENT
- CRD
- #4628376
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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JAMES CARL BAIRD
Founder
- CRD
- #847959
MICHAEL J. BRIGLIA
Financial Consultant
- CRD
- #6052098
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,452,383,330 | $390,636 |
| Non-Discretionary | $134,446,995 | $4,979,518 |
| Total | $1,586,830,325 | $423,720 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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