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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 29, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MYERS, JEFFREY, JOSEPH | I | CHIEF INVESTMENT OFFICER | NA | |
| MYERS, JEFFREY, JOSEPH | I | CHIEF INVESTMENT OFFICER | NA | |
| CUNEO, MICHAEL, ANTHONY | I | MEMBER, PARTNER, AND CHIEF INVESTMENT OFFICER | D | Control |
| CUNEO, MICHAEL, ANTHONY | I | MEMBER, PARTNER, AND CHIEF INVESTMENT OFFICER | D | Control |
| CUNEO, MICHAEL, ANTHONY | I | MEMBER, PARTNER, AND CHIEF INVESTMENT OFFICER | D | Control |
| CUNEO, MICHAEL, ANTHONY | I | MEMBER, PARTNER, AND CHIEF INVESTMENT OFFICER | D | Control |
| CUNEO, MICHAEL, ANTHONY | I | MEMBER, PARTNER, AND CHIEF INVESTMENT OFFICER | D | Control |
| CUNEO, MICHAEL, ANTHONY | I | MEMBER, PARTNER, AND CHIEF INVESTMENT OFFICER | D | Control |
| CUNEO, MICHAEL, ANTHONY | I | MEMBER, PARTNER, AND CHIEF INVESTMENT OFFICER | D | Control |
| CUNEO, MICHAEL, ANTHONY | I | MEMBER, PARTNER, AND CHIEF INVESTMENT OFFICER | D | Control |
| CUNEO, MICHAEL, ANTHONY | I | MANAGING MEMBER, PARTNER, AND CHIEF INVESTMENT OFFICER | D | Control |
| CUNEO, MICHAEL, ANTHONY | I | MANAGING MEMBER, PARTNER, AND CHIEF INVESTMENT OFFICER | D | Control |
| CUNEO, MICHAEL, ANTHONY | I | MANAGING MEMBER, PARTNER, AND CHIEF INVESTMENT OFFICER | D | Control |
| CUNEO, MICHAEL, ANTHONY | I | MANAGING MEMBER, PARTNER, AND CHIEF INVESTMENT OFFICER | D | Control |
| CUNEO, MICHAEL, ANTHONY | I | MANAGING MEMBER, PARTNER, AND CHIEF INVESTMENT OFFICER | D | Control |
| CUNEO, MICHAEL, ANTHONY | I | MANAGING MEMBER, PARTNER, AND CHIEF INVESTMENT OFFICER | D | Control |
| CUNEO, MICHAEL, ANTHONY | I | MANAGING MEMBER, PARTNER, AND CHIEF INVESTMENT OFFICER | D | Control |
| CUNEO, MICHAEL, ANTHONY | I | MANAGING MEMBER, PARTNER, AND CHIEF INVESTMENT OFFICER | D | Control |
| CUNEO, MICHAEL, ANTHONY | I | MANAGING MEMBER, PARTNER, AND CHIEF INVESTMENT OFFICER | D | Control |
| CUNEO, MICHAEL, ANTHONY | I | MANAGING MEMBER, PARTNER, AND CHIEF INVESTMENT OFFICER | D | Control |
| CUNEO, MICHAEL, ANTHONY | I | MANAGING MEMBER, PARTNER, AND CHIEF INVESTMENT OFFICER | D | Control |
| CUNEO, MICHAEL, ANTHONY | I | MANAGING MEMBER, PARTNER, AND CHIEF INVESTMENT OFFICER | D | Control |
| CUNEO, MICHAEL, ANTHONY | I | MANAGING MEMBER, PARTNER, AND CHIEF INVESTMENT OFFICER | D | Control |
| CUNEO, MICHAEL, ANTHONY | I | MANAGING MEMBER, PARTNER, AND CHIEF INVESTMENT OFFICER | D | Control |
| CUNEO, MICHAEL, ANTHONY | I | MANAGING MEMBER, PARTNER, AND CHIEF INVESTMENT OFFICER | D | Control |
| CUNEO, MICHAEL, ANTHONY | I | MANAGING MEMBER, PARTNER, AND CHIEF INVESTMENT OFFICER | D | Control |
| CUNEO, MICHAEL, ANTHONY | I | MANAGING MEMBER AND PARTNER | D | Control |
| CUNEO, MICHAEL, ANTHONY | I | MANAGING MEMBER AND PARTNER | D | Control |
| KING, LAUREN, MICHELLE | I | MEMBER, PARTNER, AND CHIEF COMPLIANCE OFFICER | D | Control |
| KING, LAUREN, MICHELLE | I | MEMBER, PARTNER, AND CHIEF COMPLIANCE OFFICER | D | Control |
| KING, LAUREN, MICHELLE | I | MEMBER, PARTNER, AND CHIEF COMPLIANCE OFFICER | D | Control |
| KING, LAUREN, MICHELLE | I | MEMBER, PARTNER, AND CHIEF COMPLIANCE OFFICER | D | Control |
| KING, LAUREN, MICHELLE | I | MEMBER, PARTNER, AND CHIEF COMPLIANCE OFFICER | D | Control |
| KING, LAUREN, MICHELLE | I | MEMBER, PARTNER, AND CHIEF COMPLIANCE OFFICER | D | Control |
| KING, LAUREN, MICHELLE | I | MEMBER, PARTNER, AND CHIEF COMPLIANCE OFFICER | D | Control |
| KING, LAUREN, MICHELLE | I | MEMBER, PARTNER, AND CHIEF COMPLIANCE OFFICER | D | Control |
| KING, LAUREN, MICHELLE | I | MANAGING MEMBER, PARTNER, AND CHIEF COMPLIANCE OFFICER | D | Control |
| KING, LAUREN, MICHELLE | I | MANAGING MEMBER, PARTNER, AND CHIEF COMPLIANCE OFFICER | D | Control |
| KING, LAUREN, MICHELLE | I | MANAGING MEMBER, PARTNER, AND CHIEF COMPLIANCE OFFICER | D | Control |
| KING, LAUREN, MICHELLE | I | MANAGING MEMBER, PARTNER, AND CHIEF COMPLIANCE OFFICER | D | Control |
| KING, LAUREN, MICHELLE | I | MANAGING MEMBER, PARTNER, AND CHIEF COMPLIANCE OFFICER | D | Control |
| KING, LAUREN, MICHELLE | I | MANAGING MEMBER, PARTNER, AND CHIEF COMPLIANCE OFFICER | D | Control |
| KING, LAUREN, MICHELLE | I | MANAGING MEMBER, PARTNER, AND CHIEF COMPLIANCE OFFICER | D | Control |
| KING, LAUREN, MICHELLE | I | MANAGING MEMBER, PARTNER, AND CHIEF COMPLIANCE OFFICER | D | Control |
| KING, LAUREN, MICHELLE | I | MANAGING MEMBER, PARTNER, AND CHIEF COMPLIANCE OFFICER | D | Control |
| KING, LAUREN, MICHELLE | I | MANAGING MEMBER, PARTNER, AND CHIEF COMPLIANCE OFFICER | D | Control |
| KING, LAUREN, MICHELLE | I | MANAGING MEMBER, PARTNER, AND CHIEF COMPLIANCE OFFICER | D | Control |
| KING, LAUREN, MICHELLE | I | MANAGING MEMBER, PARTNER, AND CHIEF COMPLIANCE OFFICER | D | Control |
| KING, LAUREN, MICHELLE | I | MANAGING MEMBER, PARTNER, AND CHIEF COMPLIANCE OFFICER | D | Control |
| KING, LAUREN, MICHELLE | I | MANAGING MEMBER, PARTNER, AND CHIEF COMPLIANCE OFFICER | D | Control |
| KING, LAUREN, MICHELLE | I | MANAGING MEMBER, PARTNER, AND CHIEF COMPLIANCE OFFICER | D | Control |
| KING, LAUREN, MICHELLE | I | MANAGING MEMBER, PARTNER, AND CHIEF COMPLIANCE OFFICER | D | Control |
| KING, LAUREN, MICHELLE | I | MANAGING MEMBER, PARTNER, AND CHIEF COMPLIANCE OFFICER | D | Control |
| KING, LAUREN, MICHELLE | I | MANAGING MEMBER, PARTNER, AND CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
May 29, 2025 REGISTERED
Notice Filings (7)
CA FL NC NJ NY PA TX
Address
155 PINELAWN ROADSUITE 210 N
MELVILLE, NY 11747
United States
Phone: (516) 938-2400