Overview
Assets Under Management: $221 million
Headquarters: BALTIMORE, MD
High-Net-Worth Clients: 13
Average Client Assets: $10.9 million
Frequently Asked Questions
EQUITYCOMPASS INVESTMENT MANAGEMENT, 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 #145420), EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC is headquartered in BALTIMORE, MD.
EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC serves 13 high-net-worth clients according to their SEC filing dated March 16, 2026. View client details ↓
According to their SEC Form ADV, EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC manages $221 million in client assets according to their SEC filing dated March 16, 2026.
According to their SEC Form ADV, EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 13
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.86%
Average Client Assets: $10.9 million
Total Client Accounts: 163
Discretionary Accounts: 163
Regulatory Filings
CRD Number: 145420
Filing ID: 2070059
Last Filing Date: 2026-03-16 12:36:19