COMPASS ADVISORY PARTNERS LLC
CRD #119377 SEC #801-89171 COOKEVILLE, TN 931-400-0012
SEC Registered
Total AUM
--
Discretionary
--
Employees
15
Clients
1
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $262.5M | $262.5M | $0 | 15 | 0 |
| May 2023 | $305.8M | $305.8M | $0 | 15 | 0 |
| Mar 2023 | $305.8M | $305.8M | $0 | 15 | 0 |
| Mar 2022 | $303.9M | $303.9M | $0 | 17 | 0 |
| Oct 2021 | $215.8M | $215.8M | $0 | 17 | 1 |
| Mar 2021 | $215.8M | $215.8M | $0 | 17 | 1 |
| Aug 2020 | $186.8M | $186.8M | $0 | 14 | 0 |
| May 2020 | $186.8M | $186.8M | $0 | 14 | 0 |
| Feb 2020 | $186.8M | $186.8M | $0 | 14 | 0 |
| Apr 2019 | $137.9M | $137.9M | $0 | 15 | 0 |
| Feb 2019 | $137.9M | $137.9M | $0 | 15 | 0 |
| Feb 2019 | $137.9M | $137.9M | $0 | 15 | 0 |
| Jan 2019 | $134.1M | $134.1M | $0 | 15 | 0 |
| Jul 2018 | $134.1M | $134.1M | $0 | 15 | 0 |
| Mar 2018 | $134.1M | $134.1M | $0 | 15 | 0 |
| Sep 2017 | $127M | $127M | $0 | 21 | 800 |
| Feb 2017 | $127M | $127M | $0 | 21 | 800 |
| Nov 2016 | $109.7M | $109.7M | $0 | 24 | 700 |
| Sep 2016 | $109.7M | $109.7M | $0 | 24 | 700 |
| Jul 2016 | $109.7M | $109.7M | $0 | 24 | 700 |
| Apr 2016 | $109.7M | $109.7M | $0 | 24 | 700 |
| Mar 2016 | $109.7M | $109.7M | $0 | 24 | 700 |
| Mar 2016 | $109.7M | $109.7M | $0 | 24 | 700 |
| Mar 2016 | $109.7M | $109.7M | $0 | 24 | 700 |
| Jul 2015 | $100.9M | $100.9M | $0 | 18 | 600 |
| Jul 2015 | $100.9M | $100.9M | $0 | 17 | 600 |
| Apr 2015 | $100.9M | $100.9M | $0 | 17 | 600 |
| Apr 2015 | $100.9M | $100.9M | $0 | 17 | 600 |
| Sep 2012 | $73.8M | $73.8M | $0 | 11 | 600 |
| Sep 2012 | $73.8M | $73.8M | $0 | 11 | 600 |
| Aug 2012 | $73.8M | $73.8M | $0 | 11 | 600 |
| Aug 2012 | $73.8M | $73.8M | $0 | 11 | 600 |
| Aug 2012 | $73.8M | $73.8M | $0 | 11 | 600 |
| May 2012 | $73.8M | $73.8M | $0 | 11 | 600 |
| Mar 2012 | $73.8M | $73.8M | $0 | 11 | 600 |
| Mar 2012 | $73.8M | $73.8M | $0 | 11 | 600 |
| Mar 2012 | $52.5M | $52.5M | $0 | 11 | 26 |
| Mar 2012 | $52.5M | $52.5M | $0 | 11 | 26 |
| Mar 2012 | $52.5M | $52.5M | $0 | 11 | 26 |
| Feb 2012 | $52.5M | $52.5M | $0 | 11 | 26 |
| Jan 2012 | $52.5M | $52.5M | $0 | 11 | 26 |
| Dec 2010 | $46.7M | $46.7M | $0 | -- | -- |
| Apr 2010 | $46.7M | $46.7M | $0 | -- | -- |
| Sep 2009 | $37.2M | $37.2M | $0 | 10 | -- |
| Jun 2009 | $37.2M | $37.2M | $0 | 10 | -- |
DateMar 2024
Total AUM$262.5M
Discretionary$262.5M
Non-Disc.$0
Employees15
Clients0
DateMay 2023
Total AUM$305.8M
Discretionary$305.8M
Non-Disc.$0
Employees15
Clients0
DateMar 2023
Total AUM$305.8M
Discretionary$305.8M
Non-Disc.$0
Employees15
Clients0
DateMar 2022
Total AUM$303.9M
Discretionary$303.9M
Non-Disc.$0
Employees17
Clients0
DateOct 2021
Total AUM$215.8M
Discretionary$215.8M
Non-Disc.$0
Employees17
Clients1
DateMar 2021
Total AUM$215.8M
Discretionary$215.8M
Non-Disc.$0
Employees17
Clients1
DateAug 2020
Total AUM$186.8M
Discretionary$186.8M
Non-Disc.$0
Employees14
Clients0
DateMay 2020
Total AUM$186.8M
Discretionary$186.8M
Non-Disc.$0
Employees14
Clients0
DateFeb 2020
Total AUM$186.8M
Discretionary$186.8M
Non-Disc.$0
Employees14
Clients0
DateApr 2019
Total AUM$137.9M
Discretionary$137.9M
Non-Disc.$0
Employees15
Clients0
DateFeb 2019
Total AUM$137.9M
Discretionary$137.9M
Non-Disc.$0
Employees15
Clients0
DateFeb 2019
Total AUM$137.9M
Discretionary$137.9M
Non-Disc.$0
Employees15
Clients0
DateJan 2019
Total AUM$134.1M
Discretionary$134.1M
Non-Disc.$0
Employees15
Clients0
DateJul 2018
Total AUM$134.1M
Discretionary$134.1M
Non-Disc.$0
Employees15
Clients0
DateMar 2018
Total AUM$134.1M
Discretionary$134.1M
Non-Disc.$0
Employees15
Clients0
DateSep 2017
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees21
Clients800
DateFeb 2017
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees21
Clients800
DateNov 2016
Total AUM$109.7M
Discretionary$109.7M
Non-Disc.$0
Employees24
Clients700
DateSep 2016
Total AUM$109.7M
Discretionary$109.7M
Non-Disc.$0
Employees24
Clients700
DateJul 2016
Total AUM$109.7M
Discretionary$109.7M
Non-Disc.$0
Employees24
Clients700
DateApr 2016
Total AUM$109.7M
Discretionary$109.7M
Non-Disc.$0
Employees24
Clients700
DateMar 2016
Total AUM$109.7M
Discretionary$109.7M
Non-Disc.$0
Employees24
Clients700
DateMar 2016
Total AUM$109.7M
Discretionary$109.7M
Non-Disc.$0
Employees24
Clients700
DateMar 2016
Total AUM$109.7M
Discretionary$109.7M
Non-Disc.$0
Employees24
Clients700
DateJul 2015
Total AUM$100.9M
Discretionary$100.9M
Non-Disc.$0
Employees18
Clients600
DateJul 2015
Total AUM$100.9M
Discretionary$100.9M
Non-Disc.$0
Employees17
Clients600
DateApr 2015
Total AUM$100.9M
Discretionary$100.9M
Non-Disc.$0
Employees17
Clients600
DateApr 2015
Total AUM$100.9M
Discretionary$100.9M
Non-Disc.$0
Employees17
Clients600
DateSep 2012
Total AUM$73.8M
Discretionary$73.8M
Non-Disc.$0
Employees11
Clients600
DateSep 2012
Total AUM$73.8M
Discretionary$73.8M
Non-Disc.$0
Employees11
Clients600
DateAug 2012
Total AUM$73.8M
Discretionary$73.8M
Non-Disc.$0
Employees11
Clients600
DateAug 2012
Total AUM$73.8M
Discretionary$73.8M
Non-Disc.$0
Employees11
Clients600
DateAug 2012
Total AUM$73.8M
Discretionary$73.8M
Non-Disc.$0
Employees11
Clients600
DateMay 2012
Total AUM$73.8M
Discretionary$73.8M
Non-Disc.$0
Employees11
Clients600
DateMar 2012
Total AUM$73.8M
Discretionary$73.8M
Non-Disc.$0
Employees11
Clients600
DateMar 2012
Total AUM$73.8M
Discretionary$73.8M
Non-Disc.$0
Employees11
Clients600
DateMar 2012
Total AUM$52.5M
Discretionary$52.5M
Non-Disc.$0
Employees11
Clients26
DateMar 2012
Total AUM$52.5M
Discretionary$52.5M
Non-Disc.$0
Employees11
Clients26
DateMar 2012
Total AUM$52.5M
Discretionary$52.5M
Non-Disc.$0
Employees11
Clients26
DateFeb 2012
Total AUM$52.5M
Discretionary$52.5M
Non-Disc.$0
Employees11
Clients26
DateJan 2012
Total AUM$52.5M
Discretionary$52.5M
Non-Disc.$0
Employees11
Clients26
DateDec 2010
Total AUM$46.7M
Discretionary$46.7M
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$46.7M
Discretionary$46.7M
Non-Disc.$0
Employees--
Clients--
DateSep 2009
Total AUM$37.2M
Discretionary$37.2M
Non-Disc.$0
Employees10
Clients--
DateJun 2009
Total AUM$37.2M
Discretionary$37.2M
Non-Disc.$0
Employees10
Clients--