Erin Moseley
Advisor at Compass Capital Investments LLC — Fincastle, VA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
5 years
Location
Fincastle, VA 24090
Compass Capital Investments LLC
Supported
Total advisors
3Clients per advisor
45 TypicalAvg AUM per client
$99,909 Very LowHNW client ratio
12% LowErin Moseley is a Series 65 licensed financial advisor at Compass Capital Investments LLC with five years of industry experience. She also serves as Director of Operations at Barkett Allen Capital, working to integrate investment management with broader financial planning and insurance services for clients. Additionally, Erin is the Chief Compliance Officer at C4T, LLC, a private fund, and owns Cleared To Land, LLC, a loan origination business. Compass Capital Investments advises individual and high-net-worth clients through discretionary and non-discretionary portfolio management, written financial planning, and pension consulting. The firm offers a wrap fee program emphasizing fundamental analysis and long-term investment strategies tailored to client goals, with ongoing planning, periodic reviews, and supervisory oversight.
Based on Compass Capital Investments LLC
Based on Compass Capital Investments LLC
$1 - $1,000,000: 1.5% annually $1,000,001 - $3,000,000: 1.25% annually $3,000,001 - $5,000,000: 1.0% annually Over $5,000,001+: 0.75% annually
$250 per hour (used to calculate refunds for financial planning cancellations)
Fincastle, VA
10 W. Main St.
Fincastle VA 24090
Advisors at this office
3
California · Florida · Georgia · Texas · Virginia
5 years of industry experience
Compass Capital Investments LLC
2021 - Present • 5 years
Fincastle, VA
Barkett Allen Capital
2020 - Present • 6 years
Fincastle, VA
Compass Capital Investments LLC
2020 - Present • 6 years
Fincastle, VA
Freedom First Credit Union
2016 - 2020 • 4 years
Roanoke, VA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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