Compass Investment Advisers, LLC
● SEC registered since 2024CRD 131933SEC# 801-131278Portland, OR
Reg. AUM
$110.5M
Employees
2
Accounts
241
Location
Portland, OR
Compass Investment Advisers, LLC assets under management
Compass Investment Advisers, LLC is an investment advisory firm registered with the SEC based in Portland, OR. The firm has been registered since 2024. It reports $110.5 million in regulatory assets under management and employs 2 people.
Compass Investment Advisers, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Paul Francis Vermilya Control | Managing Member; Chief Compliance Officer | Over 75% | 2004 |
Frequently asked questions
How much does Compass Investment Advisers, LLC manage?
Compass Investment Advisers, LLC reports $110.5 million in regulatory assets under management on its Form ADV.
How many employees does Compass Investment Advisers, LLC have?
Compass Investment Advisers, LLC reports 2 employees.
Where is Compass Investment Advisers, LLC located?
Compass Investment Advisers, LLC is based in Portland, OR and has been SEC-registered since 2024.
Does Compass Investment Advisers, LLC disclose fund performance?
Compass Investment Advisers, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4475 SW Scholls Ferry Rd, Suite 270, Portland, OR 97225-1958 |
| Phone | 503-473-8422 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$110.5M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$110.5Mregulatory AUM
Discretionary $104.2MNon-discretionary $6.3M