RIA Intelligence

COMPASS INVESTMENTS LLC

CRD #141323 SEC #801-67114 PITTSBURGH, PA 570-916-2208
SEC Registered
Total AUM
$85.3M
Discretionary
$85.3M
Employees
5
Clients
25
Accounts
412

Firm Details

Organization Type
Limited Liability Company
State of Formation
Pennsylvania
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2025
Branch Offices
4

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Knecht, Olivia, SueIPRINCIPALNA Control
Knecht, Olivia, SueIPRINCIPALNA Control
Knecht, Olivia, SueIPRINCIPALNA Control
Knecht, Olivia, SueIPRINCIPALNA Control
Oakes, Ryan, ChristopherICHIEF COMPLIANCE OFFICERNA Control
Oakes, Ryan, ChristopherICHIEF COMPLIANCE OFFICERNA Control
Oakes, Ryan, ChristopherICHIEF COMPLIANCE OFFICERNA Control
Oakes, Ryan, ChristopherICHIEF COMPLIANCE OFFICERNA
Oakes, Ryan, ChristopherICHIEF COMPLIANCE OFFICERNA
Oakes, Ryan, ChristopherICHIEF COMPLIANCE OFFICERNA
Oakes, Ryan, ChristopherICHIEF COMPLIANCE OFFICERNA
Oakes, Ryan, ChristopherICHIEF COMPLIANCE OFFICERNA
Oakes, Ryan, ChristopherICHIEF COMPLIANCE OFFICERNA
ZGRAJEWICZ, EMILIE, SWAYZEICHIEF COMPLIANCE OFFICERNA
Knecht, Olivia, SueIPRINCIPALE Control
Knecht, Olivia, SueIPRINCIPALE Control
Knecht, Olivia, SueIPRINCIPALE Control
Knecht, Olivia, SueIPRINCIPALE Control
Knecht, Olivia, SueIPRINCIPALE Control
Knecht, Olivia, SueIPRINCIPALE Control
Owens, Concetta, CatherineIOWNERE Control
Owens, Concetta, CatherineIOWNERE Control
Owens, Concetta, CatherineIOWNERE Control
Owens, Concetta, CatherineIOWNERE Control
REED, JULIA, CONSTANCEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
REED, JULIA, CONSTANCEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
REED, JULIA, CONSTANCEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
REED, JULIA, CONSTANCEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
REED, JULIA, CONSTANCEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
REED, JULIA, CONSTANCEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
REED, JULIA, CONSTANCEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
REED, JULIA, CONSTANCEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
REED, JULIA, CONSTANCEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
REED, JULIA, CONSTANCEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
REED, JULIA, CONSTANCEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
REED, JULIA, CONSTANCEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
REED, JULIA, CONSTANCEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
REED, JULIA, CONSTANCEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
REED, JULIA, CONSTANCEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
REED, JULIA, CONSTANCEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
REED, JULIA, CONSTANCEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
REED, JULIA, CONSTANCEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
REED, JULIA, CONSTANCEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
REED, JULIA, CONSTANCEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
REED, JULIA, CONSTANCEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
REED, JULIA, CONSTANCEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
REED, JULIA, CONSTANCEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
REED, JULIA, CONSTANCEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
REED, JULIA, CONSTANCEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
REED, JULIA, CONSTANCEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
REED, JULIA, CONSTANCEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
REED, JULIA, CONSTANCEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
REED, JULIA, CONSTANCEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
REED, JULIA, CONSTANCEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
REED, JULIA, CONSTANCEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
REED, JULIA, CONSTANCEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
REED, JULIA, CONSTANCEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
REED, JULIA, CONSTANCEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
REED, JULIA, CONSTANCEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
REED, JULIA, CONSTANCEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
REED, JULIA, CONSTANCEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 28, 2025 REGISTERED

Notice Filings (18)

CA CT FL ID MA MD NC NE NH NY OH OR PA PR RI TX VA WA

Address

2681 SIDNEY STREET
SUITE 150
PITTSBURGH, PA 15203
United States
Phone: 570-916-2208