# Compass Coaching and Consulting, LLC

> Compass Coaching and Consulting, LLC is a state-registered investment advisory firm in Tulsa, OK, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated March 18, 2026.

- CRD: 327213
- Filed as: COMPASS COACHING AND CONSULTING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Tulsa, OK
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327213
- AdvisorCensus page: https://advisorcensus.com/firm/compass-coaching-and-consulting-llc-tulsa-ok-327213

## Quick answers

**How is Compass Coaching and Consulting, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Compass Coaching and Consulting, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is Compass Coaching and Consulting, LLC located?**
Compass Coaching and Consulting, LLC's principal office is in Tulsa, OK, according to its Form ADV.

**Is Compass Coaching and Consulting, LLC registered with the SEC or a state?**
Compass Coaching and Consulting, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 327213.

**Does Compass Coaching and Consulting, LLC report any disciplinary disclosures?**
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/327213

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (2 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OK
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- iffinancialservices.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Compass Coaching and Consulting, LLC (CRD 327213): Form ADV filing data as of October 2026.