COMPASS FINANCIAL GROUP, INC
CRD #157109 SEC #801-76392 SIOUX FALLS, SD 605-338-7150
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
13
Clients
--
Accounts
8,015
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.2B | $1.2B | $0 | 13 | 0 |
| Jul 2025 | $1.2B | $1.2B | $0 | 13 | 0 |
| May 2024 | $995M | $995M | $0 | 7 | 25 |
| Aug 2023 | $807M | $807M | $0 | 6 | 75 |
| Aug 2023 | $807M | $807M | $0 | 6 | 75 |
| May 2023 | $807M | $807M | $0 | 6 | 75 |
| May 2022 | $760M | $760M | $0 | 6 | 100 |
| May 2022 | $760M | $760M | $0 | 6 | 100 |
| May 2021 | $670M | $670M | $0 | 4 | 2,500 |
| May 2020 | $503M | $485M | $18M | 4 | 2,400 |
| May 2020 | $503M | $485M | $18M | 4 | 2,400 |
| Feb 2020 | $460M | $435M | $25M | 4 | 2,100 |
| Dec 2019 | $460M | $435M | $25M | 3 | 2,100 |
| Jun 2019 | $460M | $435M | $25M | 3 | 2,100 |
| Jun 2019 | $460M | $435M | $25M | 3 | 2,100 |
| May 2018 | $390M | $375M | $15M | 6 | 2,000 |
| May 2017 | $310M | $295M | $15M | 6 | 1,000 |
| May 2016 | $270M | $245M | $25M | 6 | 1,000 |
| Jan 2016 | $222M | $210M | $12M | 3 | 800 |
| May 2015 | $222M | $210M | $12M | 3 | 800 |
| May 2015 | $222M | $210M | $12M | 3 | 800 |
| May 2014 | $175M | $155M | $20M | 2 | 300 |
| Dec 2013 | $137M | $125M | $12M | 6 | 200 |
| May 2013 | $122M | $110M | $12M | 5 | 200 |
| Apr 2012 | $103M | $78M | $25M | 1 | 26 |
DateNov 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees13
Clients0
DateJul 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees13
Clients0
DateMay 2024
Total AUM$995M
Discretionary$995M
Non-Disc.$0
Employees7
Clients25
DateAug 2023
Total AUM$807M
Discretionary$807M
Non-Disc.$0
Employees6
Clients75
DateAug 2023
Total AUM$807M
Discretionary$807M
Non-Disc.$0
Employees6
Clients75
DateMay 2023
Total AUM$807M
Discretionary$807M
Non-Disc.$0
Employees6
Clients75
DateMay 2022
Total AUM$760M
Discretionary$760M
Non-Disc.$0
Employees6
Clients100
DateMay 2022
Total AUM$760M
Discretionary$760M
Non-Disc.$0
Employees6
Clients100
DateMay 2021
Total AUM$670M
Discretionary$670M
Non-Disc.$0
Employees4
Clients2,500
DateMay 2020
Total AUM$503M
Discretionary$485M
Non-Disc.$18M
Employees4
Clients2,400
DateMay 2020
Total AUM$503M
Discretionary$485M
Non-Disc.$18M
Employees4
Clients2,400
DateFeb 2020
Total AUM$460M
Discretionary$435M
Non-Disc.$25M
Employees4
Clients2,100
DateDec 2019
Total AUM$460M
Discretionary$435M
Non-Disc.$25M
Employees3
Clients2,100
DateJun 2019
Total AUM$460M
Discretionary$435M
Non-Disc.$25M
Employees3
Clients2,100
DateJun 2019
Total AUM$460M
Discretionary$435M
Non-Disc.$25M
Employees3
Clients2,100
DateMay 2018
Total AUM$390M
Discretionary$375M
Non-Disc.$15M
Employees6
Clients2,000
DateMay 2017
Total AUM$310M
Discretionary$295M
Non-Disc.$15M
Employees6
Clients1,000
DateMay 2016
Total AUM$270M
Discretionary$245M
Non-Disc.$25M
Employees6
Clients1,000
DateJan 2016
Total AUM$222M
Discretionary$210M
Non-Disc.$12M
Employees3
Clients800
DateMay 2015
Total AUM$222M
Discretionary$210M
Non-Disc.$12M
Employees3
Clients800
DateMay 2015
Total AUM$222M
Discretionary$210M
Non-Disc.$12M
Employees3
Clients800
DateMay 2014
Total AUM$175M
Discretionary$155M
Non-Disc.$20M
Employees2
Clients300
DateDec 2013
Total AUM$137M
Discretionary$125M
Non-Disc.$12M
Employees6
Clients200
DateMay 2013
Total AUM$122M
Discretionary$110M
Non-Disc.$12M
Employees5
Clients200
DateApr 2012
Total AUM$103M
Discretionary$78M
Non-Disc.$25M
Employees1
Clients26