COMPASS FINANCIAL ADVISORY SERVICES, LLC
CRD #316843 SEC #801-123037 ORMOND BEACH, FL (386) 673-5191
SEC Registered
Total AUM
$443.8M
Discretionary
$440.8M
Employees
12
Clients
0
Accounts
941
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $443.8M | $440.8M | $3M | 12 | 0 |
| May 2025 | $443.8M | $440.8M | $3M | 12 | 0 |
| May 2025 | $443.8M | $440.8M | $3M | 11 | 0 |
| May 2025 | $443.8M | $440.8M | $3M | 11 | 0 |
| Apr 2025 | $443.8M | $440.8M | $3M | 10 | 0 |
| Mar 2025 | $443.8M | $440.8M | $3M | 10 | 0 |
| Jan 2025 | $354M | $349.9M | $4.1M | 10 | 0 |
| Dec 2024 | $325.3M | $325.3M | $0 | 10 | 0 |
| Dec 2024 | $325.3M | $325.3M | $0 | 10 | 0 |
| Nov 2024 | $325.3M | $325.3M | $0 | 10 | 0 |
| Mar 2024 | $325.3M | $325.3M | $0 | 10 | 0 |
| Jan 2024 | $325.3M | $325.3M | $0 | 10 | 0 |
| Sep 2023 | $295.9M | $291.5M | $4.4M | 3 | 0 |
| Mar 2023 | $295.9M | $291.5M | $4.4M | 3 | 0 |
| Jan 2023 | $271M | $267.3M | $3.7M | 3 | 0 |
| Dec 2022 | $271M | $267.3M | $3.7M | 3 | 0 |
| Nov 2022 | $271M | $267.3M | $3.7M | 3 | 0 |
| Nov 2022 | $271M | $267.3M | $3.7M | 3 | 0 |
| May 2022 | $271M | $267.3M | $3.7M | 3 | 0 |
| Apr 2022 | $271M | $267.3M | $3.7M | 3 | 0 |
| Feb 2022 | $0 | $0 | $0 | 3 | 0 |
| Feb 2022 | $0 | $0 | $0 | 3 | 0 |
| Feb 2022 | $0 | $0 | $0 | 3 | 0 |
| Dec 2021 | $0 | $0 | $0 | 3 | 0 |
DateJul 2025
Total AUM$443.8M
Discretionary$440.8M
Non-Disc.$3M
Employees12
Clients0
DateMay 2025
Total AUM$443.8M
Discretionary$440.8M
Non-Disc.$3M
Employees12
Clients0
DateMay 2025
Total AUM$443.8M
Discretionary$440.8M
Non-Disc.$3M
Employees11
Clients0
DateMay 2025
Total AUM$443.8M
Discretionary$440.8M
Non-Disc.$3M
Employees11
Clients0
DateApr 2025
Total AUM$443.8M
Discretionary$440.8M
Non-Disc.$3M
Employees10
Clients0
DateMar 2025
Total AUM$443.8M
Discretionary$440.8M
Non-Disc.$3M
Employees10
Clients0
DateJan 2025
Total AUM$354M
Discretionary$349.9M
Non-Disc.$4.1M
Employees10
Clients0
DateDec 2024
Total AUM$325.3M
Discretionary$325.3M
Non-Disc.$0
Employees10
Clients0
DateDec 2024
Total AUM$325.3M
Discretionary$325.3M
Non-Disc.$0
Employees10
Clients0
DateNov 2024
Total AUM$325.3M
Discretionary$325.3M
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$325.3M
Discretionary$325.3M
Non-Disc.$0
Employees10
Clients0
DateJan 2024
Total AUM$325.3M
Discretionary$325.3M
Non-Disc.$0
Employees10
Clients0
DateSep 2023
Total AUM$295.9M
Discretionary$291.5M
Non-Disc.$4.4M
Employees3
Clients0
DateMar 2023
Total AUM$295.9M
Discretionary$291.5M
Non-Disc.$4.4M
Employees3
Clients0
DateJan 2023
Total AUM$271M
Discretionary$267.3M
Non-Disc.$3.7M
Employees3
Clients0
DateDec 2022
Total AUM$271M
Discretionary$267.3M
Non-Disc.$3.7M
Employees3
Clients0
DateNov 2022
Total AUM$271M
Discretionary$267.3M
Non-Disc.$3.7M
Employees3
Clients0
DateNov 2022
Total AUM$271M
Discretionary$267.3M
Non-Disc.$3.7M
Employees3
Clients0
DateMay 2022
Total AUM$271M
Discretionary$267.3M
Non-Disc.$3.7M
Employees3
Clients0
DateApr 2022
Total AUM$271M
Discretionary$267.3M
Non-Disc.$3.7M
Employees3
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0