RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 17, 2025
Branch Offices
24

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KOLBER, ALYSSA, MELANIEIMANAGER / CHIEF COMPLIANCE OFFICERNA
INTERIM HOLDINGS, LLCDEMANAGING MEMBERE Control
KLEIBER, ROBERT, CHRISTMANIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERD Control
KLEIBER, ROBERT, CHRISTMANIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERD Control
KLEIBER, ROBERT, CHRISTMANIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERD Control
KLEIBER, ROBERT, CHRISTMANIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERD Control
KLEIBER, ROBERT, CHRISTMANIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERD Control
KLEIBER, ROBERT, CHRISTMANIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERD Control
KLEIBER, ROBERT, CHRISTMANIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERD Control
GRACEFFO, JILL, KARENIMEMBERC Control
GRACEFFO, JILL, KARENIMEMBERC Control
GRACEFFO, JILL, KARENIMEMBERC Control
GRACEFFO, JILL, KARENIMEMBERC Control
GRACEFFO, JILL, KARENIMEMBERC Control
GRACEFFO, JILL, KARENIMEMBERC Control
GRACEFFO, JILL, KARENIMEMBERC Control
MARKOWSKI, CHRISTOPHERIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, CHRISTOPHERIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, CHRISTOPHERIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, CHRISTOPHERIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, CHRISTOPHERIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, CHRISTOPHERIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, CHRISTOPHERIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, CHRISTOPHERIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, CHRISTOPHERIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, CHRISTOPHERIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, CHRISTOPHERIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, CHRISTOPHERIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, CHRISTOPHERIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, CHRISTOPHERIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, CHRISTOPHERIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, CHRISTOPHERIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, CHRISTOPHERIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, CHRISTOPHERIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, CHRISTOPHERIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, CHRISTOPHERIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, CHRISTOPHERIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, CHRISTOPHERIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, CHRISTOPHERIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, CHRISTOPHERIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, CHRISTOPHERIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, CHRISTOPHERIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, CHRISTOPHERIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, CHRISTOPHERIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, CHRISTOPHERIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, CHRISTOPHERIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, CHRISTOPHERIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, MATTHEWIDIRECTOR/CCO/MANAGING MEMBERC Control
MARKOWSKI, MATTHEWIDIRECTOR/CCO/MANAGING MEMBERC Control
MARKOWSKI, MATTHEWIDIRECTOR/CCO/MANAGING MEMBERC Control
MARKOWSKI, MATTHEWIDIRECTOR/CCO/MANAGING MEMBERC Control
MARKOWSKI, MATTHEWIDIRECTOR/CCO/MANAGING MEMBERC Control
MARKOWSKI, MATTHEWIDIRECTOR/CCO/MANAGING MEMBERC Control
MARKOWSKI, MATTHEWIDIRECTOR/CCO/MANAGING MEMBERC Control
MARKOWSKI, MATTHEWIDIRECTOR/CCO/MANAGING MEMBERC Control
MARKOWSKI, MATTHEWIDIRECTOR/CCO/MANAGING MEMBERC Control
MARKOWSKI, MATTHEWIDIRECTOR/CCO/MANAGING MEMBERC Control
MARKOWSKI, MATTHEWIDIRECTOR/CCO/MANAGING MEMBERC Control
MARKOWSKI, MATTHEWIDIRECTOR/CCO/MANAGING MEMBERC Control
MARKOWSKI, MATTHEWIDIRECTOR/CCO/MANAGING MEMBERC Control
MARKOWSKI, MATTHEWIDIRECTOR/CCO/MANAGING MEMBERC Control
MARKOWSKI, MATTHEWIDIRECTOR/CCO/MANAGING MEMBERC Control
MARKOWSKI, MATTHEWIDIRECTOR/CCO/MANAGING MEMBERC Control
MARKOWSKI, MATTHEWIDIRECTOR/CCO/MANAGING MEMBERC Control
MARKOWSKI, MATTHEWIDIRECTOR/CCO/MANAGING MEMBERC Control
MARKOWSKI, MATTHEWIDIRECTOR/CCO/MANAGING MEMBERC Control
MARKOWSKI, MATTHEWIDIRECTOR/CCO/MANAGING MEMBERC Control
MARKOWSKI, MATTHEWIDIRECTOR/CCO/MANAGING MEMBERC Control
MARKOWSKI, MATTHEWIDIRECTOR/CCO/MANAGING MEMBERC Control
MARKOWSKI, MATTHEWIDIRECTOR/CCO/MANAGING MEMBERC Control
MARKOWSKI, MATTHEWIDIRECTOR/CCO/MANAGING MEMBERC Control
MARKOWSKI, MATTHEWIDIRECTOR/CCO/MANAGING MEMBERC Control
MARKOWSKI, MATTHEWIDIRECTOR/CCO/MANAGING MEMBERC Control
MARKOWSKI, MATTHEWIDIRECTOR/CCO/MANAGING MEMBERC Control
MARKOWSKI, MATTHEWIDIRECTOR/CCO/MANAGING MEMBERC Control
MARKOWSKI, MATTHEWIDIRECTOR/CCO/MANAGING MEMBERC Control
MARKOWSKI, MATTHEWIDIRECTOR/CCO/MANAGING MEMBERC Control
MARKOWSKI, MATTHEWIDIRECTOR/CCO/MANAGING MEMBERC Control
MARKOWSKI, MICHAEL, JOHNIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, MICHAEL, JOHNIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, MICHAEL, JOHNIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, MICHAEL, JOHNIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, MICHAEL, JOHNIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, MICHAEL, JOHNIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, MICHAEL, JOHNIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, MICHAEL, JOHNIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, MICHAEL, JOHNIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, MICHAEL, JOHNIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, MICHAEL, JOHNIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, MICHAEL, JOHNIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, MICHAEL, JOHNIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, MICHAEL, JOHNIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, MICHAEL, JOHNIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, MICHAEL, JOHNIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, MICHAEL, JOHNIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, MICHAEL, JOHNIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, MICHAEL, JOHNIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, MICHAEL, JOHNIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, MICHAEL, JOHNIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, MICHAEL, JOHNIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, MICHAEL, JOHNIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, MICHAEL, JOHNIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, MICHAEL, JOHNIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, MICHAEL, JOHNIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, MICHAEL, JOHNIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, MICHAEL, JOHNIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, MICHAEL, JOHNIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, MICHAEL, JOHNIDIRECTOR/MANAGING MEMBERC Control
MARKOWSKI, MICHAEL, JOHNIDIRECTOR/MANAGING MEMBERC Control

Registrations

Federal

IA
Nov 17, 2025 REGISTERED

Notice Filings (22)

AZ CA CO CT FL IL LA MA ME MN NC NH NJ NY OH PR SC TN TX UT VA WA

Address

2422 W. SUNSET DRIVE
TAMPA, FL 33629
United States
Phone: 813-831-5168