COMPASS INVESTMENT ADVISERS, LLC
CRD #131933 SEC #801-131278 PORTLAND, OR 503-473-8422
SEC Registered
Total AUM
$103.1M
Discretionary
$96.1M
Employees
2
Clients
0
Accounts
247
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $103.1M | $96.1M | $7M | 2 | 3 |
| Mar 2025 | $103.1M | $96.1M | $7M | 2 | 3 |
| Sep 2024 | $101.3M | $101.3M | $0 | 2 | 3 |
DateNov 2025
Total AUM$103.1M
Discretionary$96.1M
Non-Disc.$7M
Employees2
Clients3
DateMar 2025
Total AUM$103.1M
Discretionary$96.1M
Non-Disc.$7M
Employees2
Clients3
DateSep 2024
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees2
Clients3