COMPASS FINANCIAL GROUP, INC.
CRD #125186 SEC #801-61941 DEERFIELD BEACH, FL 954-481-2607
SEC Registered
Total AUM
$405.9M
Discretionary
$405.9M
Employees
6
Clients
25
Accounts
425
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $405.9M | $405.9M | $0 | 6 | 0 |
| Mar 2025 | $405.9M | $405.9M | $0 | 6 | 0 |
| May 2024 | $375.6M | $375.6M | $0 | 5 | 0 |
| Mar 2024 | $375.6M | $375.6M | $0 | 5 | 0 |
| Jan 2024 | $347.2M | $347.2M | $0 | 5 | 0 |
| Jan 2024 | $347.2M | $347.2M | $0 | 5 | 0 |
| Mar 2023 | $347.2M | $347.2M | $0 | 5 | 0 |
| Mar 2022 | $386.9M | $386.9M | $0 | 5 | 0 |
| May 2021 | $357.6M | $357.6M | $0 | 5 | 0 |
| Mar 2021 | $357.6M | $357.6M | $0 | 5 | 0 |
| Jun 2020 | $340.9M | $340.9M | $0 | 6 | 0 |
| Mar 2020 | $340.9M | $340.9M | $0 | 6 | 0 |
| Nov 2019 | $302.4M | $302.4M | $0 | 5 | 0 |
| Mar 2019 | $302.4M | $302.4M | $0 | 5 | 0 |
| Oct 2018 | $310.5M | $310.5M | $0 | 5 | 0 |
| Mar 2018 | $310.5M | $310.5M | $0 | 5 | 0 |
| May 2017 | $283.3M | $283.3M | $0 | 5 | 107 |
| Mar 2017 | $283.3M | $283.3M | $0 | 5 | 107 |
| Mar 2016 | $277.8M | $277.8M | $0 | 5 | 109 |
| Nov 2015 | $285.5M | $285.5M | $0 | 5 | 108 |
| Mar 2015 | $285.5M | $285.5M | $0 | 5 | 108 |
| Mar 2014 | $252.4M | $252.4M | $0 | 5 | 106 |
| Mar 2013 | $216.3M | $216.3M | $0 | 5 | 101 |
| Mar 2012 | $200.1M | $200.1M | $0 | 6 | 101 |
| May 2011 | $210.6M | $210.6M | $0 | 10 | -- |
| Apr 2011 | $210.6M | $210.6M | $0 | 10 | -- |
| Mar 2010 | $97M | $97M | $0 | 10 | -- |
| Mar 2009 | $97M | $97M | $0 | 10 | -- |
| Jan 2008 | $98.9M | $98.9M | $0 | 10 | -- |
| Jan 2008 | $98.9M | $98.9M | $0 | 5 | -- |
| Nov 2007 | $88.7M | $88.7M | $0 | 5 | -- |
| May 2007 | $88.7M | $88.7M | $0 | 5 | -- |
| May 2005 | $61.8M | $61.8M | $0 | 5 | -- |
| Jul 2004 | $58.5M | $58.4M | $126K | 5 | -- |
| Jun 2004 | $58.5M | $58.4M | $126K | 5 | -- |
| Jun 2004 | $58.5M | $58.4M | $126K | 5 | -- |
DateMar 2025
Total AUM$405.9M
Discretionary$405.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$405.9M
Discretionary$405.9M
Non-Disc.$0
Employees6
Clients0
DateMay 2024
Total AUM$375.6M
Discretionary$375.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$375.6M
Discretionary$375.6M
Non-Disc.$0
Employees5
Clients0
DateJan 2024
Total AUM$347.2M
Discretionary$347.2M
Non-Disc.$0
Employees5
Clients0
DateJan 2024
Total AUM$347.2M
Discretionary$347.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$347.2M
Discretionary$347.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$386.9M
Discretionary$386.9M
Non-Disc.$0
Employees5
Clients0
DateMay 2021
Total AUM$357.6M
Discretionary$357.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$357.6M
Discretionary$357.6M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$340.9M
Discretionary$340.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$340.9M
Discretionary$340.9M
Non-Disc.$0
Employees6
Clients0
DateNov 2019
Total AUM$302.4M
Discretionary$302.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$302.4M
Discretionary$302.4M
Non-Disc.$0
Employees5
Clients0
DateOct 2018
Total AUM$310.5M
Discretionary$310.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$310.5M
Discretionary$310.5M
Non-Disc.$0
Employees5
Clients0
DateMay 2017
Total AUM$283.3M
Discretionary$283.3M
Non-Disc.$0
Employees5
Clients107
DateMar 2017
Total AUM$283.3M
Discretionary$283.3M
Non-Disc.$0
Employees5
Clients107
DateMar 2016
Total AUM$277.8M
Discretionary$277.8M
Non-Disc.$0
Employees5
Clients109
DateNov 2015
Total AUM$285.5M
Discretionary$285.5M
Non-Disc.$0
Employees5
Clients108
DateMar 2015
Total AUM$285.5M
Discretionary$285.5M
Non-Disc.$0
Employees5
Clients108
DateMar 2014
Total AUM$252.4M
Discretionary$252.4M
Non-Disc.$0
Employees5
Clients106
DateMar 2013
Total AUM$216.3M
Discretionary$216.3M
Non-Disc.$0
Employees5
Clients101
DateMar 2012
Total AUM$200.1M
Discretionary$200.1M
Non-Disc.$0
Employees6
Clients101
DateMay 2011
Total AUM$210.6M
Discretionary$210.6M
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$210.6M
Discretionary$210.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$97M
Discretionary$97M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$97M
Discretionary$97M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$98.9M
Discretionary$98.9M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$98.9M
Discretionary$98.9M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$88.7M
Discretionary$88.7M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$88.7M
Discretionary$88.7M
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$61.8M
Discretionary$61.8M
Non-Disc.$0
Employees5
Clients--
DateJul 2004
Total AUM$58.5M
Discretionary$58.4M
Non-Disc.$126K
Employees5
Clients--
DateJun 2004
Total AUM$58.5M
Discretionary$58.4M
Non-Disc.$126K
Employees5
Clients--
DateJun 2004
Total AUM$58.5M
Discretionary$58.4M
Non-Disc.$126K
Employees5
Clients--