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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SHEIN, BLAIR, CHARLES | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEIN, BLAIR, CHARLES | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEIN, BLAIR, CHARLES | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEIN, BLAIR, CHARLES | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEIN, BLAIR, CHARLES | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEIN, BLAIR, CHARLES | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEIN, BLAIR, CHARLES | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEIN, BLAIR, CHARLES | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEIN, BLAIR, CHARLES | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEIN, BLAIR, CHARLES | I | VICE PRESIDENT | NA | Control |
| SHEIN, BLAIR, CHARLES | I | VICE PRESIDENT | NA | Control |
| SHEIN, BLAIR, CHARLES | I | VICE PRESIDENT | NA | Control |
| SHEIN, BLAIR, CHARLES | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEIN, BLAIR, CHARLES | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEIN, BLAIR, CHARLES | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEIN, BLAIR, CHARLES | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEIN, BLAIR, CHARLES | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEIN, BLAIR, CHARLES | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEIN, BLAIR, CHARLES | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEIN, BLAIR, CHARLES | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEIN, BLAIR, CHARLES | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEIN, BLAIR, CHARLES | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEIN, BLAIR, CHARLES | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEIN, BLAIR, CHARLES | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEIN, BLAIR, CHARLES | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEIN, BLAIR, CHARLES | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEIN, BLAIR, CHARLES | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEIN, BLAIR, CHARLES | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEIN, BLAIR, CHARLES | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEIN, BLAIR, CHARLES | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEIN, BLAIR, CHARLES | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEIN, BLAIR, CHARLES | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEIN, BLAIR, CHARLES | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEIN, BLAIR, CHARLES | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEIN, BLAIR, CHARLES | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEIN, JAY, LESING | I | VICE PRESIDENT / CO-CHIEF INVESTMENT OFFICER | NA | Control |
| SHEIN, JAY, LESING | I | VICE PRESIDENT / CO-CHIEF INVESTMENT OFFICER | NA | Control |
| SHEIN, JAY, LESING | I | VICE PRESIDENT / CO-CHIEF INVESTMENT OFFICER | NA | Control |
| SHEIN, JAY, LESING | I | VICE PRESIDENT / CO-CHIEF INVESTMENT OFFICER | NA | Control |
| SHEIN, VAL | I | SECRETARY/TREASURER | NA | Control |
| SHEIN, VAL | I | SECRETARY/TREASURER | NA | Control |
| SHEIN, VAL | I | SECRETARY/TREASURER | NA | Control |
| SHEIN, VAL | I | SECRETARY/TREASURER | NA | Control |
| SHEIN, VAL | I | SECRETARY/TREASURER | NA | Control |
| SHEIN, VAL | I | SECRETARY/TREASURER | NA | Control |
| SHEIN, VAL | I | SECRETARY/TREASURER | NA | Control |
| SHEIN, VAL | I | SECRETARY/TREASURER | NA | Control |
| SHEIN, VAL | I | SECRETARY/TREASURER | NA | Control |
| SHEIN, VAL | I | SECRETARY/TREASURER | NA | Control |
| SHEIN, VAL | I | SECRETARY/TREASURER | NA | Control |
| SHEIN, VAL | I | SECRETARY/TREASURER | NA | Control |
| SHEIN, VAL | I | SECRETARY/TREASURER | NA | Control |
| SHEIN, VAL | I | SECRETARY/TREASURER | NA | Control |
| SHEIN, VAL | I | SECRETARY/TREASURER | NA | Control |
| SHEIN, VAL | I | SECRETARY/TREASURER | NA | Control |
| SHEIN, VAL | I | SECRETARY/TREASURER | NA | Control |
| SHEIN, VAL | I | SECRETARY/TREASURER | NA | Control |
| SHEIN, VAL | I | SECRETARY/TREASURER | NA | Control |
| SHEIN, VAL | I | SECRETARY/TREASURER | NA | Control |
| SHEIN, VAL | I | SECRETARY/TREASURER | NA | Control |
| SHEIN, VAL | I | SECRETARY/TREASURER | NA | Control |
| SHEIN, VAL | I | SECRETARY/TREASURER | NA | Control |
| SHEIN, VAL | I | SECRETARY/TREASURER | NA | Control |
| SHEIN, VAL | I | SECRETARY/TREASURER | NA | Control |
| SHEIN, VAL | I | SECRETARY/TREASURER | NA | Control |
| SHEIN, VAL | I | SECRETARY/TREASURER | NA | Control |
| SHEIN, VAL | I | SECRETARY/TREASURER | NA | Control |
| SHEIN, VAL | I | SECRETARY/TREASURER | NA | Control |
| SHEIN, VAL | I | SECRETARY/TREASURER | NA | Control |
| SHEIN, VAL | I | SECRETARY/TREASURER | NA | Control |
| SHEIN, VAL | I | SECRETARY/TREASURER | NA | Control |
| SHEIN, VAL | I | SECRETARY/TREASURER | NA | Control |
| SHEIN, VAL | I | SECRETARY/TREASURER | NA | Control |
| SHEIN, VAL | I | SECRETARY/TREASURER | NA | Control |
| SHEIN, VAL | I | SECRETARY/TREASURER | NA | Control |
| SHEIN, VAL | I | SECRETARY/TREASURER | NA | Control |
| SHEIN, VAL | I | SECRETARY/TREASURER | NA | Control |
| SHEIN, VAL | I | SECRETARY/TREASURER | NA | Control |
| SHEIN, BLAIR, CHARLES | I | PRESIDENT / CEO / CCO | E | Control |
| SHEIN, BLAIR, CHARLES | I | PRESIDENT / CEO / CCO | E | Control |
| SHEIN, BLAIR, CHARLES | I | PRESIDENT / CEO / CCO | E | Control |
| SHEIN, BLAIR, CHARLES | I | PRESIDENT / CEO / CCO | E | Control |
| SHEIN, JAY, LESING | I | PRESIDENT/CEO | E | Control |
| SHEIN, JAY, LESING | I | PRESIDENT/CEO | E | Control |
| SHEIN, JAY, LESING | I | PRESIDENT/CEO | E | Control |
| SHEIN, JAY, LESING | I | PRESIDENT/CEO | E | Control |
| SHEIN, JAY, LESING | I | PRESIDENT/CEO | E | Control |
| SHEIN, JAY, LESING | I | PRESIDENT/CEO | E | Control |
| SHEIN, JAY, LESING | I | PRESIDENT/CEO | E | Control |
| SHEIN, JAY, LESING | I | PRESIDENT/CEO | E | Control |
| SHEIN, JAY, LESING | I | PRESIDENT/CEO | E | Control |
| SHEIN, JAY, LESING | I | PRESIDENT/CEO | E | Control |
| SHEIN, JAY, LESING | I | PRESIDENT/CEO | E | Control |
| SHEIN, JAY, LESING | I | PRESIDENT/CEO | E | Control |
| SHEIN, JAY, LESING | I | PRESIDENT/CEO | E | Control |
| SHEIN, JAY, LESING | I | PRESIDENT/CEO | E | Control |
| SHEIN, JAY, LESING | I | PRESIDENT/CEO | E | Control |
| SHEIN, JAY, LESING | I | PRESIDENT/CEO | E | Control |
| SHEIN, JAY, LESING | I | PRESIDENT/CEO | E | Control |
| SHEIN, JAY, LESING | I | PRESIDENT/CEO | E | Control |
| SHEIN, JAY, LESING | I | PRESIDENT/CEO | E | Control |
| SHEIN, JAY, LESING | I | PRESIDENT/CEO | E | Control |
| SHEIN, JAY, LESING | I | PRESIDENT/CEO | E | Control |
| SHEIN, JAY, LESING | I | PRESIDENT/CEO | E | Control |
| SHEIN, JAY, LESING | I | PRESIDENT/CEO | E | Control |
| SHEIN, JAY, LESING | I | PRESIDENT/CEO | E | Control |
| SHEIN, JAY, LESING | I | PRESIDENT/CEO | E | Control |
| SHEIN, JAY, LESING | I | PRESIDENT/CEO | E | Control |
| SHEIN, JAY, LESING | I | PRESIDENT/CEO | E | Control |
| SHEIN, JAY, LESING | I | PRESIDENT/CEO | E | Control |
| SHEIN, JAY, LESING | I | PRESIDENT/CEO | E | Control |
| SHEIN, JAY, LESING | I | PRESIDENT/CEO | E | Control |
| SHEIN, JAY, LESING | I | PRESIDENT/CEO | E | Control |
| SHEIN, JAY, LESING | I | PRESIDENT/CEO | E | Control |
| SHEIN, JAY, LESING | I | PRESIDENT/CEO | E | Control |
| SHEIN, JAY, LESING | I | PRESIDENT/CEO | E | Control |
| SHEIN, JAY, LESING | I | PRESIDENT/CEO | E | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (3)
FL LA TX
Address
665 S.E. 10TH STREETSUITE 202
DEERFIELD BEACH, FL 33441
United States
Phone: 954-481-2607