Compass Financial Management LLC
● SEC registered since 2020CRD 156345SEC# 801-118185Tampa, FL
Reg. AUM
$893.8M
Employees
33
Accounts
3,799
Location
Tampa, FL
Compass Financial Management LLC assets under management
Compass Financial Management LLC is an investment advisory firm registered with the SEC based in Tampa, FL. The firm has been registered since 2020. It reports $893.8 million in regulatory assets under management and employs 33 people.
Compass Financial Management LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Markowski Control | Director/Managing Member | 25-50% | 2018 |
| Matthew Markowski Control | Director/Cco/Managing Member | 25-50% | 2018 |
| Michael John Markowski Control | Director/Managing Member | 25-50% | 2018 |
Frequently asked questions
How much does Compass Financial Management LLC manage?
Compass Financial Management LLC reports $893.8 million in regulatory assets under management on its Form ADV.
How many employees does Compass Financial Management LLC have?
Compass Financial Management LLC reports 33 employees.
Where is Compass Financial Management LLC located?
Compass Financial Management LLC is based in Tampa, FL and has been SEC-registered since 2020.
Does Compass Financial Management LLC disclose fund performance?
Compass Financial Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2422 W. Sunset Drive, Tampa, FL 33629 |
| Phone | 813-597-6400 |
| Office hours | 9:00 a.m.-5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$893.8M▲ 72%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 16%
More than 84% of 16,825 advisers
Assets under management
$893.8Mregulatory AUM
Discretionary $893.8M