# Compass Financial Group

> Compass Financial Group is a state-registered investment advisory firm in San Antonio, TX, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 14, 2026.

- CRD: 328412
- Filed as: COMPASS FINANCIAL GROUP
- Legal name: Secure Retirement Solutions, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Antonio, TX
- Filing period: October 2026
- Form ADV filing dated: May 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328412
- AdvisorCensus page: https://advisorcensus.com/firm/compass-financial-group-san-antonio-tx-328412

## Quick answers

**How is Compass Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), Compass Financial Group reports these compensation arrangements: a percentage of assets under its management.

**Where is Compass Financial Group located?**
Compass Financial Group's principal office is in San Antonio, TX, according to its Form ADV.

**Is Compass Financial Group registered with the SEC or a state?**
Compass Financial Group is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 328412.

**How much does Compass Financial Group manage?**
Compass Financial Group reports $91,583,491 in regulatory assets under management in its Form ADV filing dated May 14, 2026 (0% discretionary).

**What types of clients does Compass Financial Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (421).

**Does Compass Financial Group 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/328412

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $91,583,491
- Discretionary: $0
- Non-discretionary: $91,583,491

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 421 | $91,583,491 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

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

### Websites listed on Form ADV (Item 1.I)
- compassfinancialsa.com
- Facebook @CompassFinancialGroup
- LinkedIn @frank-dimicelli-529aa422

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Compass Financial Group (CRD 328412): Form ADV filing data as of October 2026.