A complete list of active advisors currently associated with Compass Investments LLC

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

Compass Investments advises individual investors, high-net-worth individuals, trusts, estates, charitable organizations, self‑employed persons, and other business entities, and notes clients that include military personnel, artists, business owners, and high‑tech professionals. The firm provides discretionary asset management as its primary service, may engage third‑party managers when appropriate, and reports $93,158,481 in assets under management across 418 accounts as of January 30, 2026. Portfolios are tailored to each client’s objectives and risk tolerance using a mix of fundamental analysis, selective technical analysis, and both active and passive strategies. Advisors typically construct household-level allocations to optimize tax efficiency and account placement, seek to limit portfolio redundancy (including the use of SMAs), and may convert legacy mutual fund share classes to lower‑cost classes where suitable. Compass operates from five offices, a structure that is less common among firms of its team size, and incorporates multi‑generational planning into its client work to facilitate family financial education and coordination. Other notable practices include occasional use of margin and short sales for clients with higher risk tolerance, subscription to a range of external investment newsletters, and an investment minimum that may be waived at an advisor’s discretion.

To learn more about the advisors currently working at Compass Investments 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.