A complete list of active advisors currently associated with Equitycompass Investment Management, LLC
Warmer can help you find a great advisor at Equitycompass Investment Management, LLC or one who fits your needs even better.
EquityCompass provides model portfolios, discretionary management and investment commentary primarily to financial intermediaries, sponsor firms and institutional clients, while also serving individual and trust accounts. As of December 31, 2025, the firm reported approximately $227.7 million in assets under management and about $5.524 billion in assets under advisement for advisory-only model delivery. The firm’s investment process combines fundamental analysis with quantitative, rules-based models to construct focused, generally equal-weighted strategies that span equity, fixed income, tax-advantaged municipal allocations, and tactical equity risk management. EquityCompass delivers both non-discretionary model portfolios to sponsoring firms and discretionary management within wrap fee programs, and it provides quarterly performance reviews and periodic market overviews to sponsoring firms for use with their clients. EquityCompass is a wholly owned subsidiary of Stifel Financial Corp. and operates alongside affiliated broker-dealers, trust companies, banks and other registered advisers, which it discloses as a material element of its business relationships and operations. The firm’s role as a model provider to affiliated and non‑affiliated sponsors, participation in wrap programs (with sponsor custodian oversight and internal control reporting), dual-contract arrangements where it can deduct fees, and a multi-office presence despite modest direct AUM together distinguish its operating model from many similarly sized advisory teams.
To learn more about the advisors currently working at Equitycompass Investment Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Vero Beach, FL
| 24
| |
Baltimore, MD
| 28
| |
Boston, MA
| 17
| |
Baltimore, MD
| 17
| |
Baltimore, MD
| 15
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")