Compass Financial Group, Inc.
● SEC registered since 2024CRD 130867SEC# 801-130710Dublin, OH
Reg. AUM
$148.8M
Employees
4
Accounts
158
Location
Dublin, OH
Compass Financial Group, Inc. assets under management
Compass Financial Group, Inc. is a registered investment adviser overseen by the SEC based in Dublin, OH. The firm has been registered since 2024. It reports $148.8 million in regulatory assets under management and employs 4 people.
Compass Financial Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory R Johnson | Financial Advisor | 10-25% | 2020 |
| Mark Alan Menges Control | President And Chief Compliance Officer | Over 75% | 2004 |
Frequently asked questions
How much does Compass Financial Group, Inc. manage?
Compass Financial Group, Inc. reports $148.8 million in regulatory assets under management on its Form ADV.
How many employees does Compass Financial Group, Inc. have?
Compass Financial Group, Inc. reports 4 employees.
Where is Compass Financial Group, Inc. located?
Compass Financial Group, Inc. is based in Dublin, OH and has been SEC-registered since 2024.
Does Compass Financial Group, Inc. disclose fund performance?
Compass Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6277 Riverside Drive, Suite 2n, Dublin, OH 43017 |
| Phone | 614-791-0093 |
| Fax | 614-401-8095 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$148.8M▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$148.8Mregulatory AUM
Discretionary $148.8M