COMPASS ADVISORY GROUP LLC
Legal name: COMPASS ADVISORS
CRD #288256 SEC #801-110409 MELVILLE, NY (516) 938-2400
SEC Registered
Total AUM
$644.1M
Discretionary
$430.1M
Employees
6
Clients
10
Accounts
1,079
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $644.1M | $430.1M | $214M | 6 | 0 |
| Mar 2025 | $644.1M | $430.1M | $214M | 6 | 0 |
| Aug 2024 | $516.5M | $341.6M | $174.9M | 7 | 0 |
| Apr 2024 | $516.5M | $341.6M | $174.9M | 7 | 0 |
| Feb 2024 | $516.5M | $341.6M | $174.9M | 7 | 0 |
| Aug 2023 | $392.3M | $250.5M | $141.9M | 6 | 0 |
| Feb 2023 | $392.3M | $250.5M | $141.9M | 6 | 0 |
| Oct 2022 | $363M | $246.2M | $116.8M | 6 | 0 |
| Jul 2022 | $363M | $246.2M | $116.8M | 6 | 0 |
| Mar 2022 | $363M | $246.2M | $116.8M | 6 | 0 |
| Nov 2021 | $293.9M | $165.9M | $128M | 6 | 0 |
| Jul 2021 | $293.9M | $165.9M | $128M | 6 | 0 |
| Mar 2021 | $293.9M | $165.9M | $128M | 6 | 0 |
| Jun 2020 | $184.3M | $162.1M | $22.2M | 7 | 0 |
| Jun 2020 | $184.3M | $162.1M | $22.2M | 7 | 0 |
| Mar 2020 | $184.3M | $162.1M | $22.2M | 6 | 0 |
| Oct 2019 | $106M | $70M | $36M | 6 | 0 |
| Mar 2019 | $106M | $70M | $36M | 6 | 0 |
| Feb 2019 | $93M | $83M | $10M | 6 | 0 |
| Nov 2018 | $93M | $83M | $10M | 6 | 0 |
| Mar 2018 | $93M | $83M | $10M | 6 | 0 |
| Jan 2018 | $80M | $60M | $20M | 4 | 0 |
| Sep 2017 | $80M | $60M | $20M | 4 | 200 |
| May 2017 | $0 | $0 | $0 | 4 | 0 |
| Apr 2017 | $0 | $0 | $0 | 4 | 0 |
DateMay 2025
Total AUM$644.1M
Discretionary$430.1M
Non-Disc.$214M
Employees6
Clients0
DateMar 2025
Total AUM$644.1M
Discretionary$430.1M
Non-Disc.$214M
Employees6
Clients0
DateAug 2024
Total AUM$516.5M
Discretionary$341.6M
Non-Disc.$174.9M
Employees7
Clients0
DateApr 2024
Total AUM$516.5M
Discretionary$341.6M
Non-Disc.$174.9M
Employees7
Clients0
DateFeb 2024
Total AUM$516.5M
Discretionary$341.6M
Non-Disc.$174.9M
Employees7
Clients0
DateAug 2023
Total AUM$392.3M
Discretionary$250.5M
Non-Disc.$141.9M
Employees6
Clients0
DateFeb 2023
Total AUM$392.3M
Discretionary$250.5M
Non-Disc.$141.9M
Employees6
Clients0
DateOct 2022
Total AUM$363M
Discretionary$246.2M
Non-Disc.$116.8M
Employees6
Clients0
DateJul 2022
Total AUM$363M
Discretionary$246.2M
Non-Disc.$116.8M
Employees6
Clients0
DateMar 2022
Total AUM$363M
Discretionary$246.2M
Non-Disc.$116.8M
Employees6
Clients0
DateNov 2021
Total AUM$293.9M
Discretionary$165.9M
Non-Disc.$128M
Employees6
Clients0
DateJul 2021
Total AUM$293.9M
Discretionary$165.9M
Non-Disc.$128M
Employees6
Clients0
DateMar 2021
Total AUM$293.9M
Discretionary$165.9M
Non-Disc.$128M
Employees6
Clients0
DateJun 2020
Total AUM$184.3M
Discretionary$162.1M
Non-Disc.$22.2M
Employees7
Clients0
DateJun 2020
Total AUM$184.3M
Discretionary$162.1M
Non-Disc.$22.2M
Employees7
Clients0
DateMar 2020
Total AUM$184.3M
Discretionary$162.1M
Non-Disc.$22.2M
Employees6
Clients0
DateOct 2019
Total AUM$106M
Discretionary$70M
Non-Disc.$36M
Employees6
Clients0
DateMar 2019
Total AUM$106M
Discretionary$70M
Non-Disc.$36M
Employees6
Clients0
DateFeb 2019
Total AUM$93M
Discretionary$83M
Non-Disc.$10M
Employees6
Clients0
DateNov 2018
Total AUM$93M
Discretionary$83M
Non-Disc.$10M
Employees6
Clients0
DateMar 2018
Total AUM$93M
Discretionary$83M
Non-Disc.$10M
Employees6
Clients0
DateJan 2018
Total AUM$80M
Discretionary$60M
Non-Disc.$20M
Employees4
Clients0
DateSep 2017
Total AUM$80M
Discretionary$60M
Non-Disc.$20M
Employees4
Clients200
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateApr 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0