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Compass Financial Consulting, LLC (Atlanta)


Compass Financial Consulting, LLC is a large advisory firm based in Atlanta. It manages $230.95 million of regulatory assets for 749 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Florida, Georgia, and Texas.

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Compass Financial Consulting provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Compass Financial Consulting: assets under management

The assets under management (AUM) of Compass Financial Consulting, LLC is $230.95 million. The firm's AUM has grown by 462% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $223.11 million in discretionary accounts and $7.84 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $313.36 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $211.89 thousand.
Compass Financial Consulting has custody of $6.3 million in cash and securities for 15 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Compass Financial Consulting, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Atlanta

The principal office where Compass Financial Consulting, LLC performs its advisory services is located at 400 Galleria Parkway, Atlanta, GA 30339, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 770-563-8895 or by fax 770-563-8899. The normal business hours are 8:30 a.m. to 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at financialdirection.com.


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