Overview
Assets Under Management: $93 million
Headquarters: PITTSBURGH, PA
High-Net-Worth Clients: 26
Average Client Assets: $2.1 million
Frequently Asked Questions
COMPASS INVESTMENTS 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 #141323), COMPASS INVESTMENTS LLC is subject to fiduciary duty under federal law.
COMPASS INVESTMENTS LLC is headquartered in PITTSBURGH, PA.
COMPASS INVESTMENTS LLC serves 26 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, COMPASS INVESTMENTS LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
COMPASS INVESTMENTS LLC manages $93 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, COMPASS INVESTMENTS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.62%
Average Client Assets: $2.1 million
Total Client Accounts: 418
Discretionary Accounts: 418
Regulatory Filings
CRD Number: 141323
Filing ID: 2070240
Last Filing Date: 2026-03-20 11:18:32