Baltimore, MD Office
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Equitycompass Investment Management, LLC
Team
Firm-wide stats for Equitycompass Investment Management, LLC
About
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.
Expertise
Location
One South Street
Baltimore MD 21202
Advisors at this office
3
Advisors at this office
Bernard K
Series 63, Series 65
Baltimore, MD
Equitycompass Investment Management, LLC
Bernard Kavanagh is a financial advisor with EquityCompass Investment Management, LLC in Baltimore, MD, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Stifel, Nicolaus & Company, Incorporated since 2013 and has been with Equity Compass Strategies since 2011. EquityCompass Investment Management provides model portfolios and discretionary investment management to financial intermediaries, institutions, and individual clients. The firm uses a research-driven, rules-based process that combines fundamental and quantitative analysis to implement focused, diversified, equal-weighted portfolios across various asset classes and strategies.
Bobby T
Series 63, Series 65
Baltimore, MD
Equitycompass Investment Management, LLC
Bobby Thomas is a financial advisor at EquityCompass Investment Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel and Choice Financial Partners since 2007. 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. The firm combines fundamental analysis with quantitative, rules-based models to construct focused, generally equal-weighted strategies across multiple asset classes.
Michael S
Series 65
Baltimore, MD
Equitycompass Investment Management, LLC
Michael Scherer is a financial advisor with EquityCompass Investment Management, LLC, holding a Series 65 credential and 18 years of industry experience. He has worked at Choice Financial Partners since 2008 and previously spent three years at Stifel. 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. The firm combines fundamental analysis with quantitative, rules-based models to create focused, generally equal-weighted strategies across multiple asset classes.
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