COMPASS FINANCIAL ADVISORS LLC
CRD #109131 SEC #801-56002 FORT WAYNE, IN 260-490-7878
SEC Registered
Total AUM
$264.7M
Discretionary
$263M
Employees
7
Clients
25
Accounts
750
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $264.7M | $263M | $1.7M | 7 | 0 |
| Mar 2025 | $264.7M | $263M | $1.7M | 7 | 0 |
| Mar 2024 | $230.8M | $230.8M | $0 | 9 | 0 |
| Mar 2023 | $198.9M | $197.8M | $1.1M | 9 | 0 |
| Apr 2022 | $233.9M | $232.3M | $1.6M | 8 | 0 |
| Apr 2022 | $233.9M | $232.3M | $1.6M | 8 | 0 |
| Mar 2022 | $233.9M | $232.3M | $1.6M | 8 | 0 |
| Nov 2021 | $209.6M | $209.3M | $302.2K | 8 | 0 |
| Sep 2021 | $209.6M | $209.3M | $302.2K | 8 | 0 |
| Sep 2021 | $209.6M | $209.3M | $302.2K | 8 | 0 |
| Aug 2021 | $209.6M | $209.3M | $302.2K | 8 | 0 |
| Feb 2021 | $209.6M | $209.3M | $302.2K | 8 | 0 |
| Sep 2020 | $244.9M | $244.4M | $473.8K | 12 | 0 |
| Jun 2020 | $244.9M | $244.4M | $473.8K | 12 | 0 |
| Mar 2020 | $244.9M | $244.4M | $473.8K | 12 | 0 |
| Mar 2020 | $244.9M | $244.4M | $473.8K | 12 | 0 |
| Mar 2019 | $189.8M | $189.3M | $410K | 11 | 0 |
| Mar 2018 | $233.1M | $232.6M | $525K | 12 | 0 |
| Nov 2017 | $195M | $195M | $0 | 12 | 800 |
| Sep 2017 | $195M | $195M | $0 | 12 | 800 |
| May 2017 | $195M | $195M | $0 | 12 | 800 |
| Apr 2017 | $195M | $195M | $0 | 12 | 800 |
| Mar 2017 | $195M | $195M | $0 | 12 | 800 |
| Nov 2016 | $157.5M | $140.8M | $16.7M | 15 | 1,100 |
| Nov 2016 | $157.5M | $140.8M | $16.7M | 15 | 1,100 |
| Jul 2016 | $157.5M | $140.8M | $16.7M | 15 | 1,100 |
| Mar 2016 | $157.5M | $140.8M | $16.7M | 15 | 1,100 |
| Jan 2016 | $192.8M | $144.7M | $48.1M | 15 | 1,000 |
| Feb 2015 | $192.8M | $144.7M | $48.1M | 15 | 1,000 |
| Oct 2014 | $211.9M | $165.8M | $46.1M | 8 | 1,600 |
| Aug 2014 | $211.9M | $165.8M | $46.1M | 8 | 1,600 |
| Mar 2014 | $211.9M | $165.8M | $46.1M | 8 | 1,600 |
| Feb 2014 | $182.5M | $182.5M | $0 | 8 | 1,600 |
| Apr 2013 | $182.5M | $182.5M | $0 | 8 | 1,600 |
| Apr 2012 | $169.2M | $169.2M | $0 | 11 | 1,600 |
| Apr 2011 | $293.6M | $293.6M | $0 | -- | -- |
| Oct 2010 | $237.2M | $237.2M | $0 | -- | -- |
| Aug 2010 | $237.2M | $237.2M | $0 | -- | -- |
| Aug 2010 | $237.2M | $237.2M | $0 | -- | -- |
| May 2010 | $237.2M | $237.2M | $0 | -- | -- |
| May 2010 | $237.2M | $237.2M | $0 | -- | -- |
| Apr 2010 | $237.2M | $237.2M | $0 | -- | -- |
| Apr 2009 | $173.1M | $173.1M | $0 | -- | -- |
| Apr 2009 | $173.1M | $173.1M | $0 | -- | -- |
| Mar 2009 | $173.1M | $173.1M | $0 | -- | -- |
| Mar 2009 | $225.3M | $225.3M | $0 | -- | -- |
| Feb 2009 | $225.3M | $225.3M | $0 | -- | -- |
| Mar 2008 | $225.3M | $225.3M | $0 | -- | -- |
| Mar 2008 | $225.3M | $225.3M | $0 | -- | -- |
| Dec 2007 | $275M | $275M | $0 | -- | -- |
| Nov 2007 | $275M | $275M | $0 | -- | -- |
| Oct 2007 | $275M | $275M | $0 | -- | -- |
| Oct 2007 | $275M | $275M | $0 | -- | -- |
| Aug 2007 | $275M | $275M | $0 | -- | -- |
| Apr 2007 | $275M | $275M | $0 | -- | -- |
| Mar 2007 | $241M | $241M | $0 | -- | -- |
| Dec 2006 | $191.3M | $191.3M | $0 | -- | -- |
| Mar 2006 | $191.3M | $191.3M | $0 | -- | -- |
| Feb 2005 | $98.4M | $33.4M | $65M | -- | -- |
| Aug 2004 | $98.4M | $33.4M | $65M | -- | -- |
| Apr 2004 | $98.4M | $33.4M | $65M | -- | -- |
| Mar 2004 | $98.4M | $33.4M | $65M | -- | -- |
| Mar 2004 | $98.4M | $33.4M | $65M | -- | -- |
| May 2002 | $30.7M | $0 | $30.7M | 10 | -- |
| Apr 2002 | $30.7M | $0 | $30.7M | 10 | -- |
| Mar 2002 | $30.7M | $0 | $30.7M | 10 | -- |
DateJul 2025
Total AUM$264.7M
Discretionary$263M
Non-Disc.$1.7M
Employees7
Clients0
DateMar 2025
Total AUM$264.7M
Discretionary$263M
Non-Disc.$1.7M
Employees7
Clients0
DateMar 2024
Total AUM$230.8M
Discretionary$230.8M
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$198.9M
Discretionary$197.8M
Non-Disc.$1.1M
Employees9
Clients0
DateApr 2022
Total AUM$233.9M
Discretionary$232.3M
Non-Disc.$1.6M
Employees8
Clients0
DateApr 2022
Total AUM$233.9M
Discretionary$232.3M
Non-Disc.$1.6M
Employees8
Clients0
DateMar 2022
Total AUM$233.9M
Discretionary$232.3M
Non-Disc.$1.6M
Employees8
Clients0
DateNov 2021
Total AUM$209.6M
Discretionary$209.3M
Non-Disc.$302.2K
Employees8
Clients0
DateSep 2021
Total AUM$209.6M
Discretionary$209.3M
Non-Disc.$302.2K
Employees8
Clients0
DateSep 2021
Total AUM$209.6M
Discretionary$209.3M
Non-Disc.$302.2K
Employees8
Clients0
DateAug 2021
Total AUM$209.6M
Discretionary$209.3M
Non-Disc.$302.2K
Employees8
Clients0
DateFeb 2021
Total AUM$209.6M
Discretionary$209.3M
Non-Disc.$302.2K
Employees8
Clients0
DateSep 2020
Total AUM$244.9M
Discretionary$244.4M
Non-Disc.$473.8K
Employees12
Clients0
DateJun 2020
Total AUM$244.9M
Discretionary$244.4M
Non-Disc.$473.8K
Employees12
Clients0
DateMar 2020
Total AUM$244.9M
Discretionary$244.4M
Non-Disc.$473.8K
Employees12
Clients0
DateMar 2020
Total AUM$244.9M
Discretionary$244.4M
Non-Disc.$473.8K
Employees12
Clients0
DateMar 2019
Total AUM$189.8M
Discretionary$189.3M
Non-Disc.$410K
Employees11
Clients0
DateMar 2018
Total AUM$233.1M
Discretionary$232.6M
Non-Disc.$525K
Employees12
Clients0
DateNov 2017
Total AUM$195M
Discretionary$195M
Non-Disc.$0
Employees12
Clients800
DateSep 2017
Total AUM$195M
Discretionary$195M
Non-Disc.$0
Employees12
Clients800
DateMay 2017
Total AUM$195M
Discretionary$195M
Non-Disc.$0
Employees12
Clients800
DateApr 2017
Total AUM$195M
Discretionary$195M
Non-Disc.$0
Employees12
Clients800
DateMar 2017
Total AUM$195M
Discretionary$195M
Non-Disc.$0
Employees12
Clients800
DateNov 2016
Total AUM$157.5M
Discretionary$140.8M
Non-Disc.$16.7M
Employees15
Clients1,100
DateNov 2016
Total AUM$157.5M
Discretionary$140.8M
Non-Disc.$16.7M
Employees15
Clients1,100
DateJul 2016
Total AUM$157.5M
Discretionary$140.8M
Non-Disc.$16.7M
Employees15
Clients1,100
DateMar 2016
Total AUM$157.5M
Discretionary$140.8M
Non-Disc.$16.7M
Employees15
Clients1,100
DateJan 2016
Total AUM$192.8M
Discretionary$144.7M
Non-Disc.$48.1M
Employees15
Clients1,000
DateFeb 2015
Total AUM$192.8M
Discretionary$144.7M
Non-Disc.$48.1M
Employees15
Clients1,000
DateOct 2014
Total AUM$211.9M
Discretionary$165.8M
Non-Disc.$46.1M
Employees8
Clients1,600
DateAug 2014
Total AUM$211.9M
Discretionary$165.8M
Non-Disc.$46.1M
Employees8
Clients1,600
DateMar 2014
Total AUM$211.9M
Discretionary$165.8M
Non-Disc.$46.1M
Employees8
Clients1,600
DateFeb 2014
Total AUM$182.5M
Discretionary$182.5M
Non-Disc.$0
Employees8
Clients1,600
DateApr 2013
Total AUM$182.5M
Discretionary$182.5M
Non-Disc.$0
Employees8
Clients1,600
DateApr 2012
Total AUM$169.2M
Discretionary$169.2M
Non-Disc.$0
Employees11
Clients1,600
DateApr 2011
Total AUM$293.6M
Discretionary$293.6M
Non-Disc.$0
Employees--
Clients--
DateOct 2010
Total AUM$237.2M
Discretionary$237.2M
Non-Disc.$0
Employees--
Clients--
DateAug 2010
Total AUM$237.2M
Discretionary$237.2M
Non-Disc.$0
Employees--
Clients--
DateAug 2010
Total AUM$237.2M
Discretionary$237.2M
Non-Disc.$0
Employees--
Clients--
DateMay 2010
Total AUM$237.2M
Discretionary$237.2M
Non-Disc.$0
Employees--
Clients--
DateMay 2010
Total AUM$237.2M
Discretionary$237.2M
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$237.2M
Discretionary$237.2M
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$173.1M
Discretionary$173.1M
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$173.1M
Discretionary$173.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$173.1M
Discretionary$173.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$225.3M
Discretionary$225.3M
Non-Disc.$0
Employees--
Clients--
DateFeb 2009
Total AUM$225.3M
Discretionary$225.3M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$225.3M
Discretionary$225.3M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$225.3M
Discretionary$225.3M
Non-Disc.$0
Employees--
Clients--
DateDec 2007
Total AUM$275M
Discretionary$275M
Non-Disc.$0
Employees--
Clients--
DateNov 2007
Total AUM$275M
Discretionary$275M
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$275M
Discretionary$275M
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$275M
Discretionary$275M
Non-Disc.$0
Employees--
Clients--
DateAug 2007
Total AUM$275M
Discretionary$275M
Non-Disc.$0
Employees--
Clients--
DateApr 2007
Total AUM$275M
Discretionary$275M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$241M
Discretionary$241M
Non-Disc.$0
Employees--
Clients--
DateDec 2006
Total AUM$191.3M
Discretionary$191.3M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$191.3M
Discretionary$191.3M
Non-Disc.$0
Employees--
Clients--
DateFeb 2005
Total AUM$98.4M
Discretionary$33.4M
Non-Disc.$65M
Employees--
Clients--
DateAug 2004
Total AUM$98.4M
Discretionary$33.4M
Non-Disc.$65M
Employees--
Clients--
DateApr 2004
Total AUM$98.4M
Discretionary$33.4M
Non-Disc.$65M
Employees--
Clients--
DateMar 2004
Total AUM$98.4M
Discretionary$33.4M
Non-Disc.$65M
Employees--
Clients--
DateMar 2004
Total AUM$98.4M
Discretionary$33.4M
Non-Disc.$65M
Employees--
Clients--
DateMay 2002
Total AUM$30.7M
Discretionary$0
Non-Disc.$30.7M
Employees10
Clients--
DateApr 2002
Total AUM$30.7M
Discretionary$0
Non-Disc.$30.7M
Employees10
Clients--
DateMar 2002
Total AUM$30.7M
Discretionary$0
Non-Disc.$30.7M
Employees10
Clients--