Compass Financial Advisory Services, LLC
● SEC registered since 2022CRD 316843SEC# 801-123037Ormond Beach, FL
Reg. AUM
$527.2M
Employees
12
Accounts
1,031
Location
Ormond Beach, FL
Compass Financial Advisory Services, LLC assets under management
Compass Financial Advisory Services, LLC is a registered investment adviser overseen by the SEC based in Ormond Beach, FL. The firm has been registered since 2022. It reports $527.2 million in regulatory assets under management and employs 12 people.
Compass Financial Advisory Services, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Compass Financial Management Group, Inc. Control | Member | 25-50% | 2021 |
| Tara Ashley Sanders Control | Managing Member / Ceo / Cco | 50-75% | 2021 |
| Thomas Clyde Massebeau Control | President | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Compass Financial Advisory Services, LLC manage?
Compass Financial Advisory Services, LLC reports $527.2 million in regulatory assets under management on its Form ADV.
How many employees does Compass Financial Advisory Services, LLC have?
Compass Financial Advisory Services, LLC reports 12 employees.
Where is Compass Financial Advisory Services, LLC located?
Compass Financial Advisory Services, LLC is based in Ormond Beach, FL and has been SEC-registered since 2022.
Does Compass Financial Advisory Services, LLC disclose fund performance?
Compass Financial Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 880 Airport Road, Suite 112a, Ormond Beach, FL 32174 |
| Phone | (386) 673-5191 |
| Office hours | 9-5 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$527.2M▲ 49%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$527.2Mregulatory AUM
Discretionary $522MNon-discretionary $5.1M