COMPASS ION ADVISORS, LLC
CRD #166418 SEC #801-78503 CONSHOHOCKEN, PA (610) 228-2200
SEC Registered Disclosures
Total AUM
$1.3B
Discretionary
$1.2B
Employees
23
Clients
251
Accounts
3,547
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.3B | $1.2B | $104.9M | 23 | 9 |
| Nov 2025 | $1.3B | $1.2B | $104.9M | 23 | 9 |
| Jul 2025 | $1.3B | $1.2B | $104.9M | 23 | 9 |
| May 2025 | $1.3B | $1.2B | $104.9M | 23 | 9 |
| Mar 2025 | $1.3B | $1.2B | $104.9M | 23 | 9 |
| Oct 2024 | $1.1B | $1B | $85.3M | 20 | 6 |
| Jun 2024 | $1.1B | $1B | $85.3M | 20 | 6 |
| May 2024 | $1.1B | $1B | $85.3M | 20 | 6 |
| Apr 2024 | $1.1B | $1B | $85.3M | 20 | 6 |
| Feb 2024 | $1.1B | $1B | $85.3M | 20 | 6 |
| Sep 2023 | $767.1M | $708.1M | $58.9M | 15 | 6 |
| Jul 2023 | $767.1M | $708.1M | $58.9M | 15 | 6 |
| May 2023 | $767.1M | $708.1M | $58.9M | 15 | 6 |
| Mar 2023 | $767.1M | $708.1M | $58.9M | 15 | 6 |
| Feb 2023 | $870.6M | $823M | $47.6M | 15 | 4 |
| Jul 2022 | $870.6M | $823M | $47.6M | 15 | 4 |
| May 2022 | $870.6M | $823M | $47.6M | 15 | 4 |
| Apr 2022 | $870.6M | $823M | $47.6M | 15 | 4 |
| Feb 2022 | $870.6M | $823M | $47.6M | 15 | 4 |
| Jan 2022 | $749M | $708.9M | $40M | 13 | 2 |
| Oct 2021 | $749M | $708.9M | $40M | 13 | 2 |
| Jul 2021 | $749M | $708.9M | $40M | 13 | 2 |
| Apr 2021 | $749M | $708.9M | $40M | 13 | 2 |
| Feb 2021 | $749M | $708.9M | $40M | 13 | 2 |
| Nov 2020 | $901M | $867.7M | $33.3M | 15 | 4 |
| Jun 2020 | $901M | $867.7M | $33.3M | 15 | 4 |
| Mar 2020 | $901M | $867.7M | $33.3M | 15 | 4 |
| Feb 2020 | $730.6M | $705.4M | $25.2M | 19 | 4 |
| Sep 2019 | $730.6M | $705.4M | $25.2M | 19 | 4 |
| Aug 2019 | $730.6M | $705.4M | $25.2M | 19 | 4 |
| Jul 2019 | $730.6M | $705.4M | $25.2M | 19 | 4 |
| May 2019 | $730.6M | $705.4M | $25.2M | 19 | 4 |
| Mar 2019 | $730.6M | $705.4M | $25.2M | 19 | 4 |
| Oct 2018 | $673.5M | $666.7M | $6.8M | 18 | 2 |
| Oct 2018 | $673.5M | $666.7M | $6.8M | 18 | 2 |
| Jul 2018 | $673.5M | $666.7M | $6.8M | 18 | 2 |
| Jun 2018 | $673.5M | $666.7M | $6.8M | 18 | 2 |
| May 2018 | $673.5M | $666.7M | $6.8M | 18 | 2 |
| Apr 2018 | $673.5M | $666.7M | $6.8M | 18 | 2 |
| Mar 2018 | $673.5M | $666.7M | $6.8M | 18 | 2 |
| Oct 2017 | $554M | $554M | $0 | 18 | 900 |
| Feb 2017 | $554M | $554M | $0 | 18 | 900 |
| Feb 2017 | $554M | $554M | $0 | 18 | 900 |
| Nov 2016 | $571.8M | $571.8M | $0 | 16 | 900 |
| Feb 2016 | $571.8M | $571.8M | $0 | 16 | 900 |
| Oct 2015 | $506.4M | $506.4M | $0 | 17 | 887 |
| Oct 2015 | $506.4M | $506.4M | $0 | 17 | 887 |
| Oct 2015 | $506.4M | $506.4M | $0 | 17 | 887 |
| May 2015 | $506.4M | $506.4M | $0 | 17 | 887 |
| Apr 2015 | $506.4M | $506.4M | $0 | 17 | 887 |
| Mar 2015 | $506.4M | $506.4M | $0 | 17 | 887 |
| Jan 2015 | $506M | $506M | $0 | 15 | 900 |
| Nov 2014 | $506M | $506M | $0 | 15 | 900 |
| May 2014 | $506M | $506M | $0 | 15 | 900 |
| Mar 2014 | $506M | $506M | $0 | 15 | 900 |
| Dec 2013 | $141.4M | $141.4M | $0 | 15 | 0 |
| Nov 2013 | $141.4M | $141.4M | $0 | 15 | 0 |
| Aug 2013 | $0 | $0 | $0 | 15 | 0 |
DateDec 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$104.9M
Employees23
Clients9
DateNov 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$104.9M
Employees23
Clients9
DateJul 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$104.9M
Employees23
Clients9
DateMay 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$104.9M
Employees23
Clients9
DateMar 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$104.9M
Employees23
Clients9
DateOct 2024
Total AUM$1.1B
Discretionary$1B
Non-Disc.$85.3M
Employees20
Clients6
DateJun 2024
Total AUM$1.1B
Discretionary$1B
Non-Disc.$85.3M
Employees20
Clients6
DateMay 2024
Total AUM$1.1B
Discretionary$1B
Non-Disc.$85.3M
Employees20
Clients6
DateApr 2024
Total AUM$1.1B
Discretionary$1B
Non-Disc.$85.3M
Employees20
Clients6
DateFeb 2024
Total AUM$1.1B
Discretionary$1B
Non-Disc.$85.3M
Employees20
Clients6
DateSep 2023
Total AUM$767.1M
Discretionary$708.1M
Non-Disc.$58.9M
Employees15
Clients6
DateJul 2023
Total AUM$767.1M
Discretionary$708.1M
Non-Disc.$58.9M
Employees15
Clients6
DateMay 2023
Total AUM$767.1M
Discretionary$708.1M
Non-Disc.$58.9M
Employees15
Clients6
DateMar 2023
Total AUM$767.1M
Discretionary$708.1M
Non-Disc.$58.9M
Employees15
Clients6
DateFeb 2023
Total AUM$870.6M
Discretionary$823M
Non-Disc.$47.6M
Employees15
Clients4
DateJul 2022
Total AUM$870.6M
Discretionary$823M
Non-Disc.$47.6M
Employees15
Clients4
DateMay 2022
Total AUM$870.6M
Discretionary$823M
Non-Disc.$47.6M
Employees15
Clients4
DateApr 2022
Total AUM$870.6M
Discretionary$823M
Non-Disc.$47.6M
Employees15
Clients4
DateFeb 2022
Total AUM$870.6M
Discretionary$823M
Non-Disc.$47.6M
Employees15
Clients4
DateJan 2022
Total AUM$749M
Discretionary$708.9M
Non-Disc.$40M
Employees13
Clients2
DateOct 2021
Total AUM$749M
Discretionary$708.9M
Non-Disc.$40M
Employees13
Clients2
DateJul 2021
Total AUM$749M
Discretionary$708.9M
Non-Disc.$40M
Employees13
Clients2
DateApr 2021
Total AUM$749M
Discretionary$708.9M
Non-Disc.$40M
Employees13
Clients2
DateFeb 2021
Total AUM$749M
Discretionary$708.9M
Non-Disc.$40M
Employees13
Clients2
DateNov 2020
Total AUM$901M
Discretionary$867.7M
Non-Disc.$33.3M
Employees15
Clients4
DateJun 2020
Total AUM$901M
Discretionary$867.7M
Non-Disc.$33.3M
Employees15
Clients4
DateMar 2020
Total AUM$901M
Discretionary$867.7M
Non-Disc.$33.3M
Employees15
Clients4
DateFeb 2020
Total AUM$730.6M
Discretionary$705.4M
Non-Disc.$25.2M
Employees19
Clients4
DateSep 2019
Total AUM$730.6M
Discretionary$705.4M
Non-Disc.$25.2M
Employees19
Clients4
DateAug 2019
Total AUM$730.6M
Discretionary$705.4M
Non-Disc.$25.2M
Employees19
Clients4
DateJul 2019
Total AUM$730.6M
Discretionary$705.4M
Non-Disc.$25.2M
Employees19
Clients4
DateMay 2019
Total AUM$730.6M
Discretionary$705.4M
Non-Disc.$25.2M
Employees19
Clients4
DateMar 2019
Total AUM$730.6M
Discretionary$705.4M
Non-Disc.$25.2M
Employees19
Clients4
DateOct 2018
Total AUM$673.5M
Discretionary$666.7M
Non-Disc.$6.8M
Employees18
Clients2
DateOct 2018
Total AUM$673.5M
Discretionary$666.7M
Non-Disc.$6.8M
Employees18
Clients2
DateJul 2018
Total AUM$673.5M
Discretionary$666.7M
Non-Disc.$6.8M
Employees18
Clients2
DateJun 2018
Total AUM$673.5M
Discretionary$666.7M
Non-Disc.$6.8M
Employees18
Clients2
DateMay 2018
Total AUM$673.5M
Discretionary$666.7M
Non-Disc.$6.8M
Employees18
Clients2
DateApr 2018
Total AUM$673.5M
Discretionary$666.7M
Non-Disc.$6.8M
Employees18
Clients2
DateMar 2018
Total AUM$673.5M
Discretionary$666.7M
Non-Disc.$6.8M
Employees18
Clients2
DateOct 2017
Total AUM$554M
Discretionary$554M
Non-Disc.$0
Employees18
Clients900
DateFeb 2017
Total AUM$554M
Discretionary$554M
Non-Disc.$0
Employees18
Clients900
DateFeb 2017
Total AUM$554M
Discretionary$554M
Non-Disc.$0
Employees18
Clients900
DateNov 2016
Total AUM$571.8M
Discretionary$571.8M
Non-Disc.$0
Employees16
Clients900
DateFeb 2016
Total AUM$571.8M
Discretionary$571.8M
Non-Disc.$0
Employees16
Clients900
DateOct 2015
Total AUM$506.4M
Discretionary$506.4M
Non-Disc.$0
Employees17
Clients887
DateOct 2015
Total AUM$506.4M
Discretionary$506.4M
Non-Disc.$0
Employees17
Clients887
DateOct 2015
Total AUM$506.4M
Discretionary$506.4M
Non-Disc.$0
Employees17
Clients887
DateMay 2015
Total AUM$506.4M
Discretionary$506.4M
Non-Disc.$0
Employees17
Clients887
DateApr 2015
Total AUM$506.4M
Discretionary$506.4M
Non-Disc.$0
Employees17
Clients887
DateMar 2015
Total AUM$506.4M
Discretionary$506.4M
Non-Disc.$0
Employees17
Clients887
DateJan 2015
Total AUM$506M
Discretionary$506M
Non-Disc.$0
Employees15
Clients900
DateNov 2014
Total AUM$506M
Discretionary$506M
Non-Disc.$0
Employees15
Clients900
DateMay 2014
Total AUM$506M
Discretionary$506M
Non-Disc.$0
Employees15
Clients900
DateMar 2014
Total AUM$506M
Discretionary$506M
Non-Disc.$0
Employees15
Clients900
DateDec 2013
Total AUM$141.4M
Discretionary$141.4M
Non-Disc.$0
Employees15
Clients0
DateNov 2013
Total AUM$141.4M
Discretionary$141.4M
Non-Disc.$0
Employees15
Clients0
DateAug 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0