# Compass Investment Advisers, LLC

> Compass Investment Advisers, LLC is an SEC-registered investment advisory firm in Portland, OR, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 131933
- Filed as: COMPASS INVESTMENT ADVISERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Portland, OR
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/131933
- AdvisorCensus page: https://advisorcensus.com/firm/compass-investment-advisers-llc-portland-or-131933

## Quick answers

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

**How much does Compass Investment Advisers, LLC charge?**
Its Form ADV Part 2A brochure dated March 3, 2026 states: Hourly rate: $250 an hour (stand-alone financial services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Compass Investment Advisers, LLC located?**
Compass Investment Advisers, LLC's principal office is in Portland, OR, according to its Form ADV.

**Is Compass Investment Advisers, LLC registered with the SEC or a state?**
Compass Investment Advisers, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 131933.

**How much does Compass Investment Advisers, LLC manage?**
Compass Investment Advisers, LLC reports $110,517,958 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (94% discretionary).

**How have Compass Investment Advisers, LLC's assets and staff changed since 2025?**
In the Form ADV data for Compass Investment Advisers, LLC: Regulatory assets under management: $103,091,753 in the October 2025 data and $110,517,958 in the October 2026 data, up 7%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Compass Investment Advisers, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (47); high net worth individuals (25).

**Which custodians does Compass Investment Advisers, LLC use?**
Compass Investment Advisers, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Compass Investment Advisers, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/131933

**Does Compass Investment Advisers, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 3, 2026 says: "Compass typically requires clients to possess a minimum account size of $500,000 to open a portfolio management relationship. We may waive this account size minimum in our sole discretion for individual clients."

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 3, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> Compass typically requires clients to possess a minimum account size of $500,000 to open a portfolio management relationship. We may waive this account size minimum in our sole discretion for individual clients.

- Hourly rate: $250 an hour (stand-alone financial services)

> Clients who engage us for stand-alone financial services will pay us either an hourly fee of $250 per hour or a negotiable fixed fee which varies based on Compass’s determination of the scope of your planning needs and the time and resources involved in completing our services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $110,517,958
- Discretionary: $104,217,721
- Non-discretionary: $6,300,237

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 47 | $27,945,216 |
| High net worth individuals | 25 | $81,864,864 |
| Other | Fewer than 5 | $707,878 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [compassadv.net](https://compassadv.net)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $103,091,753 | 2 | March 20, 2025 |
| October 2026 | $110,517,958 | 2 | March 3, 2026 |

Regulatory assets under management: $103,091,753 in the October 2025 data and $110,517,958 in the October 2026 data, up 7%.
Total employees: 2 in October 2025 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Compass Investment Advisers, LLC (CRD 131933): Form ADV filing data as of October 2026.