Overview
Assets Under Management: $111 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 25
Average Client Assets: $3.3 million
Frequently Asked Questions
COMPASS INVESTMENT ADVISERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #131933), COMPASS INVESTMENT ADVISERS, LLC is subject to fiduciary duty under federal law.
COMPASS INVESTMENT ADVISERS, LLC is headquartered in PORTLAND, OR.
COMPASS INVESTMENT ADVISERS, LLC serves 25 high-net-worth clients according to their SEC filing dated March 03, 2026. View client details ↓
According to their SEC Form ADV, COMPASS INVESTMENT ADVISERS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
COMPASS INVESTMENT ADVISERS, LLC manages $111 million in client assets according to their SEC filing dated March 03, 2026.
According to their SEC Form ADV, COMPASS INVESTMENT ADVISERS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.07%
Average Client Assets: $3.3 million
Total Client Accounts: 241
Discretionary Accounts: 224
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 131933
Filing ID: 2064392
Last Filing Date: 2026-03-03 14:37:55