Compass Advisory Group LLC
● SEC registered since 2017CRD 288256SEC# 801-110409Melville, NY
Reg. AUM
$767.5M
Employees
7
Accounts
1,152
Location
Melville, NY
Compass Advisory Group LLC assets under management
Compass Advisory Group LLC is an SEC-registered investment adviser based in Melville, NY. The firm has been registered since 2017. It reports $767.5 million in regulatory assets under management and employs 7 people.
Compass Advisory Group LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Joseph Myers | Chief Investment Officer | Under 5% | 2025 |
| Lauren Michelle King Control | Managing Member, Partner, And Chief Compliance Officer | 50-75% | 2017 |
| Michael Anthony Cuneo Control | Managing Member And Partner | 50-75% | 2017 |
Frequently asked questions
How much does Compass Advisory Group LLC manage?
Compass Advisory Group LLC reports $767.5 million in regulatory assets under management on its Form ADV.
How many employees does Compass Advisory Group LLC have?
Compass Advisory Group LLC reports 7 employees.
Where is Compass Advisory Group LLC located?
Compass Advisory Group LLC is based in Melville, NY and has been SEC-registered since 2017.
Does Compass Advisory Group LLC disclose fund performance?
Compass Advisory Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 155 Pinelawn Road, Suite 210 N, Melville, NY 11747 |
| Phone | (516) 938-2400 |
| Fax | (516) 938-2455 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1720292 |
| Discloses disciplinary history | No |
Regulatory AUM
$767.5M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$767.5Mregulatory AUM
Discretionary $506.3MNon-discretionary $261.2M