{
  "crd_number": 119377,
  "slug": "compass-advisory-partners-llc-cookeville-tn-119377",
  "primary_business_name": "COMPASS ADVISORY PARTNERS LLC",
  "legal_name": "COMPASS ADVISORY PARTNERS LLC",
  "dbas": [
    "CORLEY/KENT GROUP",
    "FIDELIS FINANCIAL STRATEGIES",
    "WAKEFIELD VENTURE GROUP"
  ],
  "city": "Cookeville",
  "state": "TN",
  "country": "United States",
  "cbsa_code": "18260",
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2024-09-24",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-03",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 6,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "hourly"
  ],
  "advisory_activities": [
    "financial_planning"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TN"
  ],
  "websites": [
    "https://facebook.com/Planningforstrength",
    "https://fidelisfinancialstrategies.com",
    "https://planningforstrength.com",
    "https://wakefieldventuregroup.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/119377",
  "city_as_filed": "COOKEVILLE",
  "url": "https://advisorcensus.com/firm/compass-advisory-partners-llc-cookeville-tn-119377",
  "display_name": "Compass Advisory Partners LLC",
  "summary": "Compass Advisory Partners LLC is a state-registered investment advisory firm in Cookeville, TN, registered since 2024, with no regulatory assets under management reported in its Form ADV filing dated March 3, 2026.",
  "citation": "AdvisorCensus. Compass Advisory Partners LLC (CRD 119377): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services"
  ],
  "quick_answers": [
    {
      "q": "How is Compass Advisory Partners LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Compass Advisory Partners LLC reports these compensation arrangements: hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Compass Advisory Partners LLC located?",
      "a": "Compass Advisory Partners LLC's principal office is in Cookeville, TN, according to its Form ADV."
    },
    {
      "q": "Is Compass Advisory Partners LLC registered with the SEC or a state?",
      "a": "Compass Advisory Partners LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 119377."
    },
    {
      "q": "How have Compass Advisory Partners LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Compass Advisory Partners LLC: Regulatory assets under management: $215,810,691 in the October 2021 data and $305,811,500 in the October 2023 data, up 42%. Total employees: 17 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Does Compass Advisory Partners LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/119377"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 215810691.0,
      "total_employees": 17,
      "filing_date": "2021-03-19"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 303939129.0,
      "total_employees": 17,
      "filing_date": "2022-03-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 305811500.0,
      "total_employees": 15,
      "filing_date": "2023-05-19"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 15,
      "filing_date": "2024-09-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 6,
      "filing_date": "2026-03-03"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/compass-advisory-partners-llc-cookeville-tn-119377.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/119377",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}