Compass Investment Advisers, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Compass serves individual and high‑net‑worth clients, offering discretionary portfolio management and financial planning services. The firm manages client accounts on an ongoing basis—typically constructing diversified portfolios with mutual funds, ETFs, individual bonds and equities—and generally requires a $500,000 account minimum (waivable in the firm’s discretion).
Investment decisions are guided by fundamental and technical analysis and strategic asset allocation, with accounts reviewed at least quarterly and fees typically deducted directly from custodian accounts. Compass acts as a fiduciary and normally operates with discretionary trading authority to implement portfolios in line with each client’s stated objectives and constraints.
The brochure discloses operational features that are uncommon among peers: account valuations are stated to be “not adjusted by any margin debt,” and the firm may recommend investments beyond those listed in the brochure—practices that can include the use of borrowing and derivative instruments in separately managed accounts. The firm also maintains operational procedures such as standing letters of authorization to disburse funds to third‑party payees and manages proprietary accounts alongside client accounts, which are identified as potential areas for trade‑allocation oversight.
Client services
Expertise
Fee options
Negotiable fixed fees for stand-alone financial planning services
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.25%
$250 per hour for stand-alone financial planning
Account minimum: $500,000 Fee-only: $250 per hour for stand-alone financial planning or negotiable fixed fees for planning services
Main office
4475 SW Scholls Ferry Rd, Suite 270
Portland OR 97225-1958
Advisors at this office
2
Most active in
Oregon · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Paul V
Series 63
Portland, OR
Compass Investment Advisers, LLC
Paul Vermilya is a financial advisor at Compass Investment Advisers, LLC with 27 years of industry experience. He has been with Compass Investment Advisers since 2004. Vermilya holds a Series 63 designation. Compass Investment Advisers is an independent SEC-registered advisory firm that provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm manages approximately $110 million across about 72 clients, employing diversified investment strategies that include mutual funds, ETFs, bonds, stocks, and derivatives, with a focus on fundamental and technical analysis and a long-term buy-and-hold approach.
Jeannie M
Series 63, Series 65
Portland, OR
Compass Investment Advisers, LLC
Jeannie Matza is a financial advisor at Compass Investment Advisers, LLC in Portland, OR, holding Series 63 and Series 65 designations with 11 years of industry experience. She previously worked at Empirical Financial Services, LLC from 2013 to 2019 and has been with Compass Investment Advisers since 2019. Compass Investment Advisers is an independent SEC-registered advisory firm serving individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm manages approximately $110 million across about 72 clients, utilizing diversified investment strategies including mutual funds, ETFs, bonds, stocks, and derivatives with a combination of fundamental and technical analysis.
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