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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MASSEBEAU, THOMAS, CLYDE | I | CEO | NA | Control |
| MASSEBEAU, THOMAS, CLYDE | I | CEO | NA | Control |
| MASSEBEAU, THOMAS, CLYDE | I | CEO | NA | Control |
| MASSEBEAU, THOMAS, CLYDE | I | CEO | NA | Control |
| MASSEBEAU, THOMAS, CLYDE | I | CEO | NA | Control |
| MASSEBEAU, THOMAS, CLYDE | I | CEO | NA | Control |
| MASSEBEAU, THOMAS, CLYDE | I | CEO | NA | Control |
| MASSEBEAU, THOMAS, CLYDE | I | CEO | NA | Control |
| MASSEBEAU, THOMAS, CLYDE | I | CEO | NA | Control |
| MASSEBEAU, THOMAS, CLYDE | I | CEO | NA | Control |
| MASSEBEAU, THOMAS, CLYDE | I | CEO | NA | Control |
| MASSEBEAU, THOMAS, CLYDE | I | CEO | NA | Control |
| MASSEBEAU, THOMAS, CLYDE | I | CEO | NA | Control |
| MASSEBEAU, THOMAS, CLYDE | I | CEO | NA | Control |
| MASSEBEAU, THOMAS, CLYDE | I | CEO | NA | Control |
| MASSEBEAU, THOMAS, CLYDE | I | PRESIDENT | NA | Control |
| MASSEBEAU, THOMAS, CLYDE | I | CEO | NA | Control |
| MASSEBEAU, THOMAS, CLYDE | I | MANAGING PARTNER | NA | Control |
| MASSEBEAU, THOMAS, CLYDE | I | PRESIDENT | NA | Control |
| MASSEBEAU, THOMAS, CLYDE | I | PRESIDENT | NA | Control |
| MASSEBEAU, THOMAS, CLYDE | I | PRESIDENT | NA | Control |
| MASSEBEAU, THOMAS, CLYDE | I | PRESIDENT | NA | Control |
| MASSEBEAU, THOMAS, CLYDE | I | PRESIDENT | NA | Control |
| MASSEBEAU, THOMAS, CLYDE | I | PRESIDENT | NA | Control |
| MASSEBEAU, THOMAS, CLYDE | I | PRESIDENT | NA | Control |
| MASSEBEAU, THOMAS, CLYDE | I | PRESIDENT | NA | Control |
| MASSEBEAU, THOMAS, CLYDE | I | PRESIDENT | NA | Control |
| MASSEBEAU, THOMAS, CLYDE | I | PRESIDENT | NA | Control |
| MASSEBEAU, THOMAS, CLYDE | I | PRESIDENT | NA | Control |
| SANDERS, TARA, ASHLEY | I | MANAGING MEMBER / PRESIDENT / CCO | D | Control |
| SANDERS, TARA, ASHLEY | I | MANAGING MEMBER / PRESIDENT / CCO | D | Control |
| SANDERS, TARA, ASHLEY | I | MANAGING MEMBER / PRESIDENT / CCO | D | Control |
| SANDERS, TARA, ASHLEY | I | MANAGING MEMBER / PRESIDENT / CCO | D | Control |
| SANDERS, TARA, ASHLEY | I | MANAGING MEMBER / PRESIDENT / CCO | D | Control |
| SANDERS, TARA, ASHLEY | I | MANAGING MEMBER / PRESIDENT / CCO | D | Control |
| SANDERS, TARA, ASHLEY | I | MANAGING MEMBER / PRESIDENT / CCO | D | Control |
| SANDERS, TARA, ASHLEY | I | MANAGING MEMBER / PRESIDENT / CCO | D | Control |
| SANDERS, TARA, ASHLEY | I | MANAGING MEMBER / PRESIDENT / CCO | D | Control |
| SANDERS, TARA, ASHLEY | I | MANAGING MEMBER / PRESIDENT / CCO | D | Control |
| SANDERS, TARA, ASHLEY | I | MANAGING MEMBER / PRESIDENT / CCO | D | Control |
| SANDERS, TARA, ASHLEY | I | MANAGING MEMBER / PRESIDENT / CCO | D | Control |
| SANDERS, TARA, ASHLEY | I | MANAGING MEMBER / PRESIDENT / CCO | D | Control |
| SANDERS, TARA, ASHLEY | I | MANAGING MEMBER / PRESIDENT / CCO | D | Control |
| SANDERS, TARA, ASHLEY | I | MANAGING MEMBER / PRESIDENT / CCO | D | Control |
| SANDERS, TARA, ASHLEY | I | MANAGING MEMBER / CEO / CCO | D | Control |
| SANDERS, TARA, ASHLEY | I | MANAGING MEMBER / PRESIDENT / CCO | D | Control |
| SANDERS, TARA, ASHLEY | I | MANAGING MEMBER / PRESIDENT / CEO / CCO | D | Control |
| SANDERS, TARA, ASHLEY | I | MANAGING MEMBER / CEO / CCO | D | Control |
| SANDERS, TARA, ASHLEY | I | MANAGING MEMBER / CEO / CCO | D | Control |
| SANDERS, TARA, ASHLEY | I | MANAGING MEMBER / CEO / CCO | D | Control |
| SANDERS, TARA, ASHLEY | I | MANAGING MEMBER / CEO / CCO | D | Control |
| SANDERS, TARA, ASHLEY | I | MANAGING MEMBER / CEO / CCO | D | Control |
| SANDERS, TARA, ASHLEY | I | MANAGING MEMBER / CEO / CCO | D | Control |
| SANDERS, TARA, ASHLEY | I | MANAGING MEMBER / CEO / CCO | D | Control |
| SANDERS, TARA, ASHLEY | I | MANAGING MEMBER / CEO / CCO | D | Control |
| SANDERS, TARA, ASHLEY | I | MANAGING MEMBER / CEO / CCO | D | Control |
| SANDERS, TARA, ASHLEY | I | MANAGING MEMBER / CEO / CCO | D | Control |
| SANDERS, TARA, ASHLEY | I | MANAGING MEMBER / CEO / CCO | D | Control |
| COMPASS FINANCIAL MANAGEMENT GROUP, INC. | DE | MEMBER | C | Control |
| COMPASS FINANCIAL MANAGEMENT GROUP, INC. | DE | MEMBER | C | Control |
| COMPASS FINANCIAL MANAGEMENT GROUP, INC. | DE | MEMBER | C | Control |
| COMPASS FINANCIAL MANAGEMENT GROUP, INC. | DE | MEMBER | C | Control |
| COMPASS FINANCIAL MANAGEMENT GROUP, INC. | DE | MEMBER | C | Control |
| COMPASS FINANCIAL MANAGEMENT GROUP, INC. | DE | MEMBER | C | Control |
| COMPASS FINANCIAL MANAGEMENT GROUP, INC. | DE | MEMBER | C | Control |
| COMPASS FINANCIAL MANAGEMENT GROUP, INC. | DE | MEMBER | C | Control |
| COMPASS FINANCIAL MANAGEMENT GROUP, INC. | DE | MEMBER | C | Control |
| COMPASS FINANCIAL MANAGEMENT GROUP, INC. | DE | MEMBER | C | Control |
| COMPASS FINANCIAL MANAGEMENT GROUP, INC. | DE | MEMBER | C | Control |
| COMPASS FINANCIAL MANAGEMENT GROUP, INC. | DE | MEMBER | C | Control |
| COMPASS FINANCIAL MANAGEMENT GROUP, INC. | DE | MEMBER | C | Control |
| COMPASS FINANCIAL MANAGEMENT GROUP, INC. | DE | MEMBER | C | Control |
| COMPASS FINANCIAL MANAGEMENT GROUP, INC. | DE | MEMBER | C | Control |
| COMPASS FINANCIAL MANAGEMENT GROUP, INC. | DE | MEMBER | C | Control |
| COMPASS FINANCIAL MANAGEMENT GROUP, INC. | DE | MEMBER | C | Control |
| COMPASS FINANCIAL MANAGEMENT GROUP, INC. | DE | MEMBER | C | Control |
| COMPASS FINANCIAL MANAGEMENT GROUP, INC. | DE | MEMBER | C | Control |
| COMPASS FINANCIAL MANAGEMENT GROUP, INC. | DE | MEMBER | C | Control |
| COMPASS FINANCIAL MANAGEMENT GROUP, INC. | DE | MEMBER | C | Control |
| COMPASS FINANCIAL MANAGEMENT GROUP, INC. | DE | MEMBER | C | Control |
| COMPASS FINANCIAL MANAGEMENT GROUP, INC. | DE | MEMBER | C | Control |
| COMPASS FINANCIAL MANAGEMENT GROUP, INC. | DE | MEMBER | C | Control |
| COMPASS FINANCIAL MANAGEMENT GROUP, INC. | DE | MEMBER | C | Control |
| COMPASS FINANCIAL MANAGEMENT GROUP, INC. | DE | MEMBER | C | Control |
| COMPASS FINANCIAL MANAGEMENT GROUP, INC. | DE | MEMBER | C | Control |
| COMPASS FINANCIAL MANAGEMENT GROUP, INC. | DE | MEMBER | C | Control |
| COMPASS FINANCIAL MANAGEMENT GROUP, INC. | DE | MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MASSEBEAU, THOMAS, CLYDE | I | COMPASS FINANCIAL MANAGEMENT GROUP, INC. | F | Control |
| MASSEBEAU, THOMAS, CLYDE | I | COMPASS FINANCIAL MANAGEMENT GROUP, INC. | F | Control |
| MASSEBEAU, THOMAS, CLYDE | I | COMPASS FINANCIAL MANAGEMENT GROUP, INC. | F | Control |
| MASSEBEAU, THOMAS, CLYDE | I | COMPASS FINANCIAL MANAGEMENT GROUP, INC. | F | Control |
| MASSEBEAU, THOMAS, CLYDE | I | COMPASS FINANCIAL MANAGEMENT GROUP, INC. | F | Control |
| MASSEBEAU, THOMAS, CLYDE | I | COMPASS FINANCIAL MANAGEMENT GROUP, INC. | F | Control |
| MASSEBEAU, THOMAS, CLYDE | I | COMPASS FINANCIAL MANAGEMENT GROUP, INC. | F | Control |
| MASSEBEAU, THOMAS, CLYDE | I | COMPASS FINANCIAL MANAGEMENT GROUP, INC. | F | Control |
| MASSEBEAU, THOMAS, CLYDE | I | COMPASS FINANCIAL MANAGEMENT GROUP, INC. | F | Control |
| MASSEBEAU, THOMAS, CLYDE | I | COMPASS FINANCIAL MANAGEMENT GROUP, INC. | F | Control |
| MASSEBEAU, THOMAS, CLYDE | I | COMPASS FINANCIAL MANAGEMENT GROUP, INC. | F | Control |
| MASSEBEAU, THOMAS, CLYDE | I | COMPASS FINANCIAL MANAGEMENT GROUP, INC. | F | Control |
| MASSEBEAU, THOMAS, CLYDE | I | COMPASS FINANCIAL MANAGEMENT GROUP, INC. | F | Control |
| MASSEBEAU, THOMAS, CLYDE | I | COMPASS FINANCIAL MANAGEMENT GROUP, INC. | F | Control |
| MASSEBEAU, THOMAS, CLYDE | I | COMPASS FINANCIAL MANAGEMENT GROUP, INC. | F | Control |
| MASSEBEAU, THOMAS, CLYDE | I | COMPASS FINANCIAL MANAGEMENT GROUP, INC. | F | Control |
| MASSEBEAU, THOMAS, CLYDE | I | COMPASS FINANCIAL MANAGEMENT GROUP, INC. | F | Control |
| MASSEBEAU, THOMAS, CLYDE | I | COMPASS FINANCIAL MANAGEMENT GROUP, INC. | F | Control |
| MASSEBEAU, THOMAS, CLYDE | I | COMPASS FINANCIAL MANAGEMENT GROUP, INC. | F | Control |
| MASSEBEAU, THOMAS, CLYDE | I | COMPASS FINANCIAL MANAGEMENT GROUP, INC. | F | Control |
Registrations
Federal
IA
Jul 14, 2025 REGISTERED
Notice Filings (9)
AL FL GA KY LA NC SC TN TX
Address
880 AIRPORT ROAD, SUITE 112AORMOND BEACH, FL 32174
United States
Phone: (386) 673-5191