Brian Jacob Taylor

Employer firm

Compass Capital Investments LLC CRD 291911

$14.6M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 02/2017
  Farm Credit
  Culpeper, VA
• 02/2017 → 03/2018
  The Bank Of Fincastle
  Daleville, VA
• 04/2018 → 12/2018
  Hometrust Bank
  Roanoke, VA
• 01/2019 → 08/2020
  Freedom First Credit Union
  Roanoke, VA
• 08/2020 → Present
  Compass Capital Investments Llc
  Fincastle, VA

Other Businesses

1) member/partner; Investment Real Estate; Investment Related: No; Location: Virginia; Description of the business: Investment real estate holdings; Responsibilities Duties: Owner of investment real estate; Start date with business: 2015-01-01; Hours devoted to business outside trading hours: 20; 10-15 hours per month 2) Board Member; Investment Related: Yes; Location: Roanoke VA; Description of the business: Brian serves on the Board of 2 non-profits: - Carilion Children's Advisory Board: Mission - To promote and support the mission and vision of Carilion Children's through advocacy, education, community service, and philanthropy. He has served in this capacity since 2018 - BizEd committee of Botetourt Co. - To promote and enhance local learning for business/chamber members in the Botetourt/Roanoke Valley communities. The committee has designed curriculums including Panels, Webinars, Lunch & Learns etc to tackle projects of how to start, grow, and maintain small business. How to market during extraordinary times (Covid) etc. Responsibilities Duties: Board Member; Start date with business: 2018-01-01; Hours devoted to business outside trading hours: 5; 3) Landeco, LLC; Investment related: No; Location: 10 W. Main Fincastle VA 24090; Description of the business: Aircraft holding company; Position Title: Member; Responsibilities Duties: none; Start date with business: 2020-11-11; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1. 4) Minority Owner; Impact Title and Settlement LLC; Investment related: No; 100 E Main Street Salem Virginia 24153 United States; Real Estate title and closing services; 2022-07-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 0; 5) C4T, LLC; Managing Partner; Investment related: Yes; 100 E Main Street Salem Virginia 24153 USA; Private Fund; Duties: Managing partner for the private fund; 2022-11-01; Hours per month devoted to business during trading hours: 40; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0; 6) Name of outside business: Mission Air Aviation LLC; Is the business investment related: No; Location of the business: 100 East Main Street Salem Virginia 24153 United States; Position Title: Minority Owner; Start date with business: 2022-08-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 0; 7) Name of outside business: GB Airlink; Is the business investment related: No; Location of the business: 100 E Main Street Salem Virginia United States; Position Title: Minority Owner; Start date with business: 2022-08-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 0; 8) Cleared To Land, LLC (C2L, LLC); Location of the business: 100 E Main St Salem Virginia 24153 United States; Description of the business: Loan origination office; Position Title: Owner ; Start date with business: 2026-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 10;

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-30