Compass Financial Group, Inc.

$148.8MAssets under management
as of Feb 2026 · SEC Form ADV
Dublin, OH
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Tech stack

No one at Compass Financial Group, Inc. has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Compass Financial Group, Inc.'s own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. 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
Fidelity
Per Form ADV · $102M held · filed Sep 2024