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Virginia Allen Barkett

Advisor at Compass Capital Investments LLC — Fincastle, VA

Updated today

Credentials

Series 65

Experience

8 years

Location

Fincastle, VA 24090

Compass Capital Investments LLC

Supported

Total advisors

3

Clients per advisor

45 Typical

Avg AUM per client

$99,909 Very Low

HNW client ratio

12% Low

About

Virginia Barkett is a financial advisor with Compass Capital Investments LLC, holding a Series 65 designation and seven years of industry experience. She has worked at Compass Capital Investments since 2018 and previously operated as a sole proprietor and with Barkett-Allen Capital, LLC. Outside of her advisory work, Barkett owns and manages a hospitality business that includes a café, pie shop, wedding venue, and event space, and she is also a children’s book author. Compass Capital Investments LLC provides discretionary and non-discretionary asset management through a wrap-fee program, comprehensive financial planning, and pension consulting. The firm serves individual clients, including high-net-worth individuals, as well as corporate clients, employing fundamental analysis and a long-term investment approach tailored to client objectives.

Client services

Based on Compass Capital Investments LLC

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Based on Compass Capital Investments LLC

Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting

Occupation focus

Based on Compass Capital Investments LLC

Founder/Business Owner

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Fee options

Percentage

$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

Project-based

$250 per hour (used to calculate refunds for financial planning cancellations)

Location

Fincastle, VA

10 W. Main St.

Fincastle VA 24090

Advisors at this office

3

Most active in

California · Florida · Georgia · Nevada · Texas · Virginia

Work history

8 years of industry experience

Compass Capital Investments LLC

2018 - Present • 8 years

Fincastle, VA

Virginia Barkett, Sole Proprietor

2016 - Present • 10 years

Fincastle, VA

Barkett-Allen Capital, LLC

2006 - 2017 • 11 years

Fincastle, VA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Erin M

Series 65

Fincastle, VA

Compass Capital Investments LLC

Erin 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.

Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Founder/Business Owner
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Brian T

Series 65

Fincastle, VA

Compass Capital Investments LLC

Brian Taylor is a financial advisor with Compass Capital Investments LLC in Fincastle, VA. He holds a Series 65 designation and has six years of industry experience, including prior roles at Freedom First Credit Union, Hometrust Bank, The Bank of Fincastle, and Farm Credit. Outside of advising, Taylor serves on the boards of two nonprofit organizations focused on children's advocacy and local business education. Compass Capital Investments advises individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management, financial planning, and pension consulting through a firm-operated wrap fee program. The firm employs fundamental analysis and long-term investment strategies tailored to client objectives, with ongoing account reviews and supervisory oversight.

Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Founder/Business Owner
user avatar

Patrick A

Series 63, Series 65

Roanoke, VA

Madison Avenue Securities, LLC

Patrick Ayers is a financial advisor at Madison Avenue Securities, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Madison Avenue Securities since 2017. Prior to this, he was with VOYA Financial Advisors and has operated Ayers Financial Services since 1992. Outside of his advisory work, he hosts a radio show that provides financial information to the community. Madison Avenue Securities, LLC serves individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of investment advisory and related services through multiple account platforms and employs various analytical and allocation strategies.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Bradley N

CFP®, Series 63, Series 65

Roanoke, VA

BCG Securities, inc.

Bradley Nuckles is a CFP® with 15 years of industry experience, currently serving at BCG Securities, Inc. He has been associated with Horace Mann Investors, Inc. and Horace Mann Companies since 2011. Outside of his financial advisory role, he coaches boys' middle school basketball for Botetourt County Public Schools. BCG Securities, Inc. serves institutional retirement plans and individual clients, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes tailored investment policy statements and regularly uses independent third-party managers in implementing primarily non-discretionary advice.

Wealth management Founder/Business Owner Retired
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Mark G

CFP®, ChFC®, Series 63, Series 65

Daleville, VA

LaSalle St. Investment Advisors, L.L.C.

Mark Groesbeck is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 37 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including SCF Investment Advisors, INC. and Stanford Group Company. He serves as vice president of Salem Montessori School, a nonprofit organization owned by his wife. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary asset management programs, utilizing a diverse mix of mutual funds, ETFs, equities, fixed income, and options.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Michael M

Series 65

Daleville, VA

Cambridge Investment Research Advisors

Michael Massey is a financial advisor at Cambridge Investment Research Advisors with a Series 65 credential and two years of industry experience. Prior to joining Cambridge in 2024, he worked for Kollmorgen/Regal Rexnord and has been a self-employed musician since 2016. He is also involved part-time in the arts and performing arts through a church staff position. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of investment solutions across multiple platforms, combining proprietary strategies with access to unaffiliated strategists and tailored discretionary or non-discretionary portfolio management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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