COMPASS FINANCIAL MANAGEMENT LLC
CRD #156345 SEC #801-118185 TAMPA, FL 813-831-5168
SEC Registered
Total AUM
$519M
Discretionary
$519M
Employees
28
Clients
0
Accounts
1,350
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $519M | $519M | $0 | 28 | 0 |
| Nov 2025 | $519M | $519M | $0 | 28 | 0 |
| Aug 2025 | $519M | $519M | $0 | 28 | 0 |
| Jul 2025 | $519M | $519M | $0 | 28 | 0 |
| Apr 2025 | $519M | $519M | $0 | 28 | 0 |
| Mar 2025 | $519M | $519M | $0 | 28 | 0 |
| May 2024 | $409.4M | $409.4M | $0 | 20 | 0 |
| Mar 2024 | $409.4M | $409.4M | $0 | 20 | 0 |
| Feb 2024 | $263.6M | $263.6M | $0 | 16 | 0 |
| Oct 2023 | $263.6M | $263.6M | $0 | 16 | 0 |
| Oct 2023 | $263.6M | $263.6M | $0 | 16 | 0 |
| Sep 2023 | $263.6M | $263.6M | $0 | 16 | 0 |
| Sep 2023 | $263.6M | $263.6M | $0 | 16 | 0 |
| Aug 2023 | $263.6M | $263.6M | $0 | 16 | 0 |
| Mar 2023 | $263.6M | $263.6M | $0 | 16 | 0 |
| Feb 2022 | $220.9M | $205.8M | $15.1M | 14 | 0 |
| Dec 2021 | $142.6M | $122.3M | $20.3M | 7 | 0 |
| Aug 2021 | $142.6M | $122.3M | $20.3M | 7 | 0 |
| Jul 2021 | $142.6M | $122.3M | $20.3M | 7 | 0 |
| Jun 2021 | $142.6M | $142.6M | $0 | 7 | 0 |
| Jun 2021 | $142.6M | $142.6M | $0 | 7 | 0 |
| Jun 2021 | $142.6M | $142.6M | $0 | 7 | 0 |
| Apr 2021 | $142.6M | $142.6M | $0 | 7 | 0 |
| Feb 2021 | $142.6M | $142.6M | $0 | 7 | 0 |
| Nov 2020 | $110.3M | $110.3M | $0 | 7 | 0 |
| Aug 2020 | $110.3M | $110.3M | $0 | 7 | 0 |
| Jun 2020 | $110.3M | $110.3M | $0 | 6 | 0 |
| Mar 2020 | $110.3M | $110.3M | $0 | 6 | 0 |
| Feb 2020 | $110.3M | $110.3M | $0 | 4 | 0 |
| Feb 2020 | $110.3M | $110.3M | $0 | 4 | 0 |
| Feb 2020 | $110.3M | $110.3M | $0 | 4 | 0 |
| Jun 2012 | $68.1M | $45M | $23.2M | 1 | 26 |
| May 2012 | $68.1M | $45M | $23.2M | 1 | 26 |
| Mar 2012 | $59.4M | $42.2M | $17.2M | 1 | 26 |
| Dec 2011 | $58.7M | $39.3M | $19.3M | 1 | 0 |
| Jul 2011 | $58.7M | $39.3M | $19.3M | 5 | -- |
| Jun 2011 | $0 | $0 | $0 | 5 | -- |
| May 2011 | $0 | $0 | $0 | 5 | -- |
| Apr 2011 | $0 | $0 | $0 | 5 | -- |
DateNov 2025
Total AUM$519M
Discretionary$519M
Non-Disc.$0
Employees28
Clients0
DateNov 2025
Total AUM$519M
Discretionary$519M
Non-Disc.$0
Employees28
Clients0
DateAug 2025
Total AUM$519M
Discretionary$519M
Non-Disc.$0
Employees28
Clients0
DateJul 2025
Total AUM$519M
Discretionary$519M
Non-Disc.$0
Employees28
Clients0
DateApr 2025
Total AUM$519M
Discretionary$519M
Non-Disc.$0
Employees28
Clients0
DateMar 2025
Total AUM$519M
Discretionary$519M
Non-Disc.$0
Employees28
Clients0
DateMay 2024
Total AUM$409.4M
Discretionary$409.4M
Non-Disc.$0
Employees20
Clients0
DateMar 2024
Total AUM$409.4M
Discretionary$409.4M
Non-Disc.$0
Employees20
Clients0
DateFeb 2024
Total AUM$263.6M
Discretionary$263.6M
Non-Disc.$0
Employees16
Clients0
DateOct 2023
Total AUM$263.6M
Discretionary$263.6M
Non-Disc.$0
Employees16
Clients0
DateOct 2023
Total AUM$263.6M
Discretionary$263.6M
Non-Disc.$0
Employees16
Clients0
DateSep 2023
Total AUM$263.6M
Discretionary$263.6M
Non-Disc.$0
Employees16
Clients0
DateSep 2023
Total AUM$263.6M
Discretionary$263.6M
Non-Disc.$0
Employees16
Clients0
DateAug 2023
Total AUM$263.6M
Discretionary$263.6M
Non-Disc.$0
Employees16
Clients0
DateMar 2023
Total AUM$263.6M
Discretionary$263.6M
Non-Disc.$0
Employees16
Clients0
DateFeb 2022
Total AUM$220.9M
Discretionary$205.8M
Non-Disc.$15.1M
Employees14
Clients0
DateDec 2021
Total AUM$142.6M
Discretionary$122.3M
Non-Disc.$20.3M
Employees7
Clients0
DateAug 2021
Total AUM$142.6M
Discretionary$122.3M
Non-Disc.$20.3M
Employees7
Clients0
DateJul 2021
Total AUM$142.6M
Discretionary$122.3M
Non-Disc.$20.3M
Employees7
Clients0
DateJun 2021
Total AUM$142.6M
Discretionary$142.6M
Non-Disc.$0
Employees7
Clients0
DateJun 2021
Total AUM$142.6M
Discretionary$142.6M
Non-Disc.$0
Employees7
Clients0
DateJun 2021
Total AUM$142.6M
Discretionary$142.6M
Non-Disc.$0
Employees7
Clients0
DateApr 2021
Total AUM$142.6M
Discretionary$142.6M
Non-Disc.$0
Employees7
Clients0
DateFeb 2021
Total AUM$142.6M
Discretionary$142.6M
Non-Disc.$0
Employees7
Clients0
DateNov 2020
Total AUM$110.3M
Discretionary$110.3M
Non-Disc.$0
Employees7
Clients0
DateAug 2020
Total AUM$110.3M
Discretionary$110.3M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$110.3M
Discretionary$110.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$110.3M
Discretionary$110.3M
Non-Disc.$0
Employees6
Clients0
DateFeb 2020
Total AUM$110.3M
Discretionary$110.3M
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$110.3M
Discretionary$110.3M
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$110.3M
Discretionary$110.3M
Non-Disc.$0
Employees4
Clients0
DateJun 2012
Total AUM$68.1M
Discretionary$45M
Non-Disc.$23.2M
Employees1
Clients26
DateMay 2012
Total AUM$68.1M
Discretionary$45M
Non-Disc.$23.2M
Employees1
Clients26
DateMar 2012
Total AUM$59.4M
Discretionary$42.2M
Non-Disc.$17.2M
Employees1
Clients26
DateDec 2011
Total AUM$58.7M
Discretionary$39.3M
Non-Disc.$19.3M
Employees1
Clients0
DateJul 2011
Total AUM$58.7M
Discretionary$39.3M
Non-Disc.$19.3M
Employees5
Clients--
DateJun 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--