A complete list of active advisors currently associated with Compass Investment Advisers, LLC

Warmer can help you find a great advisor at Compass Investment Advisers, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Compass Investment Advisers, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.