COMPASS FINANCIAL ADVISORS LLC
CRD #106809 SEC #801-49054 MEMPHIS, TN 901-762-0080
SEC Registered Private Funds
Total AUM
$150.1M
Discretionary
$86.9M
Employees
1
Clients
1
Accounts
63
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2014 | $148.3M | $145.9M | $2.4M | 2 | 11 |
| May 2014 | $51.7M | $51.7M | $0 | 2 | 11 |
| Mar 2014 | $148.3M | $145.9M | $2.4M | 4 | 26 |
| Sep 2013 | $148.3M | $145.9M | $2.4M | 4 | 26 |
| Mar 2013 | $148.3M | $145.9M | $2.4M | 4 | 26 |
| Dec 2012 | $150.1M | $86.9M | $63.2M | 3 | 26 |
| Mar 2012 | $150.1M | $86.9M | $63.2M | 1 | 26 |
| Mar 2011 | $196.6M | $130.3M | $66.4M | 5 | -- |
| Apr 2010 | $203.8M | $137.1M | $66.8M | 5 | -- |
| Jan 2008 | $292.5M | $218.9M | $73.5M | 5 | -- |
| Jan 2007 | $270.8M | $186.2M | $84.6M | 5 | -- |
| Jan 2006 | $287.3M | $152.6M | $134.7M | 10 | -- |
| May 2005 | $280M | $127.2M | $152.9M | 10 | -- |
| Feb 2005 | $280M | $127.2M | $152.9M | 10 | -- |
| Jan 2005 | $280M | $127.2M | $152.9M | 10 | -- |
| Dec 2004 | $309.9M | $0 | $309.9M | 10 | -- |
| Apr 2004 | $309.9M | $0 | $309.9M | 10 | -- |
| Jan 2004 | $221.1M | $0 | $221.1M | 10 | -- |
| Oct 2001 | $291.5M | $1.3M | $290.3M | -- | -- |
| Aug 2001 | $291.5M | $1.3M | $290.3M | -- | -- |
DateSep 2014
Total AUM$148.3M
Discretionary$145.9M
Non-Disc.$2.4M
Employees2
Clients11
DateMay 2014
Total AUM$51.7M
Discretionary$51.7M
Non-Disc.$0
Employees2
Clients11
DateMar 2014
Total AUM$148.3M
Discretionary$145.9M
Non-Disc.$2.4M
Employees4
Clients26
DateSep 2013
Total AUM$148.3M
Discretionary$145.9M
Non-Disc.$2.4M
Employees4
Clients26
DateMar 2013
Total AUM$148.3M
Discretionary$145.9M
Non-Disc.$2.4M
Employees4
Clients26
DateDec 2012
Total AUM$150.1M
Discretionary$86.9M
Non-Disc.$63.2M
Employees3
Clients26
DateMar 2012
Total AUM$150.1M
Discretionary$86.9M
Non-Disc.$63.2M
Employees1
Clients26
DateMar 2011
Total AUM$196.6M
Discretionary$130.3M
Non-Disc.$66.4M
Employees5
Clients--
DateApr 2010
Total AUM$203.8M
Discretionary$137.1M
Non-Disc.$66.8M
Employees5
Clients--
DateJan 2008
Total AUM$292.5M
Discretionary$218.9M
Non-Disc.$73.5M
Employees5
Clients--
DateJan 2007
Total AUM$270.8M
Discretionary$186.2M
Non-Disc.$84.6M
Employees5
Clients--
DateJan 2006
Total AUM$287.3M
Discretionary$152.6M
Non-Disc.$134.7M
Employees10
Clients--
DateMay 2005
Total AUM$280M
Discretionary$127.2M
Non-Disc.$152.9M
Employees10
Clients--
DateFeb 2005
Total AUM$280M
Discretionary$127.2M
Non-Disc.$152.9M
Employees10
Clients--
DateJan 2005
Total AUM$280M
Discretionary$127.2M
Non-Disc.$152.9M
Employees10
Clients--
DateDec 2004
Total AUM$309.9M
Discretionary$0
Non-Disc.$309.9M
Employees10
Clients--
DateApr 2004
Total AUM$309.9M
Discretionary$0
Non-Disc.$309.9M
Employees10
Clients--
DateJan 2004
Total AUM$221.1M
Discretionary$0
Non-Disc.$221.1M
Employees10
Clients--
DateOct 2001
Total AUM$291.5M
Discretionary$1.3M
Non-Disc.$290.3M
Employees--
Clients--
DateAug 2001
Total AUM$291.5M
Discretionary$1.3M
Non-Disc.$290.3M
Employees--
Clients--