Compass Ion Advisors, LLC
● SEC registered since 2013CRD 166418SEC# 801-78503Conshohocken, PA
Reg. AUM
$1.59B
Employees
24
Accounts
3,745
Location
Conshohocken, PA
Compass Ion Advisors, LLC assets under management
Compass Ion Advisors, LLC operates as an SEC-registered investment adviser based in Conshohocken, PA. The firm has been registered since 2013. It reports $1.6 billion in regulatory assets under management and employs 24 people.
Compass Ion Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joshua Scott Manifold Control | Senior Vice President And Managing Member | 25-50% | 2015 |
| Matthew Daniel Kane Control | President, Principal And Chief Compliance Officer | 50-75% | 2008 |
Frequently asked questions
How much does Compass Ion Advisors, LLC manage?
Compass Ion Advisors, LLC reports $1.6 billion in regulatory assets under management on its Form ADV.
How many employees does Compass Ion Advisors, LLC have?
Compass Ion Advisors, LLC reports 24 employees.
Where is Compass Ion Advisors, LLC located?
Compass Ion Advisors, LLC is based in Conshohocken, PA and has been SEC-registered since 2013.
Does Compass Ion Advisors, LLC disclose fund performance?
Compass Ion Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 300 Conshohocken State Road, Suite 230, Conshohocken, PA 19428 |
| Phone | (610) 228-2200 |
| Fax | (610) 783-4275 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1621100 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.59B▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 21%
More than 79% of 16,825 advisers
Assets under management
$1.59Bregulatory AUM
Discretionary $1.45BNon-discretionary $134.4M