Compass Financial Advisory Services, LLC

$527.2MAssets under management
as of Aug 2026 · SEC Form ADV
Ormond Beach, FL
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Tech stack

No one at Compass Financial Advisory Services, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Pershing
Per Form ADV · $267M held · filed Dec 2024
Schwab
Per Form ADV · $4M held · filed Dec 2024