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Compass Retirement Group LLC

Compass Retirement Group LLC. CRD 282420

Compass Retirement Group LLC logo

CRD: 282420

Compass Retirement Group LLC

St. Louis, MO, 63141
3143731598
compassretirementsolutions.com
$111.9M Total AUM
$111.9M Disc. AUM
9.6% 3Y CAGR
9 Employees
766 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail
Platforms
Unison optima
Established Date
02-22-2016
Office Locations
2

Office Locations

10326 OLD Olive Street Road St. Louis MO
-- Topeka KS

About Compass Retirement Group LLC

Compass Retirement Group is an independent, SEC-registered investment advisor in St. Louis helping individuals build retirement strategies through a structured discoverydesigndelivery planning process. The team provides forensic financial analysis, comprehensive wealth management, and Medicare integration, combining investment and insurance solutions (including fixed products) tailored to client objectives.

Team overview

34 AVG AGE
$16.0M AVG AUM / ADVISOR
$146.0K AVG AUM / CLIENT
4.3 yrs AVG TENURE
9 Employees
7 Advisory Reps
7 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Frontier matrix Pathway beacon Insight Ember

Client Personas

Value vertex Vector Radial eagle

Custodian

Catalyst Horizon Radial radial

Investment Themes

Ridge Capital Timber unison

Investment Vehicles

Peak

Platform

Beacon peak

Services

Timber bridge Optima Delta Insight Signal Summit Ridge pioneer Matrix

Technology

Element

Owner & Executives

MARVIN L. MITCHELL

MARVIN L. MITCHELL

Advisor, Managing Member

CRD
#5324636
Ownership
75% or more
(235) 655-1367
alpha.insight@vectorcapital.com
in linkedin.com/in/crest-glacier
AIRIONNE RENEE SOLANKE

AIRIONNE RENEE SOLANKE

Chief Compliance Officer

CRD
#6342671
Ownership
Less than 5%
(476) 552-7597
element.value@momentumcapital.com
in linkedin.com/in/eagle-legacy

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Contacts

V

Vincent Buttaro II

--

CRD
#6156731
(429) 930-5877
harbor.wave@foundationcapital.com
in linkedin.com/in/peak-timber
P

Poonnasa Corn

--

CRD
#6496012
(399) 735-1679
beacon.frontier@fusioncapital.com
in linkedin.com/in/capital-optima
Q

Quantum horizon

Vital foundation

CRD
#34080
(472) 244-8977
beacon.zenith@vitalcapital.com
in linkedin.com/in/oak-horizon

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-26-2022
06-13-2023
12-13-2024
03-12-2025
05-22-2026
Category Assets AVG. Account size
Discretionary $111,859,803 $119,127
Non-Discretionary $0 --
Total $111,859,803 $119,127

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Separately Managed Accounts

Total SMA Asset: $111,859,803

$111.9M Total SMA
Equity - Exchange:
13.1%
U.S. Government/Agency:
25.7%
Cash:
28.9%
Other:
32.3%
Asset class Assets Assets %
Equity - Exchange $913,901,918 13.1%
U.S. Government/Agency $1,792,922,083 25.7%
Cash $2,016,165,299 28.9%
Other $2,253,361,217 32.3%
Total $6,976,350,517 100.0%

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