# Compass Technology Group, Inc.

> Compass Technology Group, Inc. is a state-registered investment advisory firm in Menlo Park, CA, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 157388
- Filed as: COMPASS TECHNOLOGY GROUP, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Menlo Park, CA
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/157388
- AdvisorCensus page: https://advisorcensus.com/firm/compass-technology-group-inc-menlo-park-ca-157388

## Quick answers

**How is Compass Technology Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Compass Technology Group, Inc. reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Compass Technology Group, Inc. located?**
Compass Technology Group, Inc.'s principal office is in Menlo Park, CA, according to its Form ADV.

**Is Compass Technology Group, Inc. registered with the SEC or a state?**
Compass Technology Group, Inc. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 157388.

**How much does Compass Technology Group, Inc. manage?**
Compass Technology Group, Inc. reports $20,341,663 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**What types of clients does Compass Technology Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Compass Technology Group, Inc. 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/157388

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $20,341,663
- Discretionary: $20,341,663
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $20,341,663 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other

### Firm details
- Registered since: 2012 (14 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Compass Technology Group, Inc. (CRD 157388): Form ADV filing data as of October 2026.