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Compass Financial Advisory Services, LLC CRD 316843
$527M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
880 Airport Road, Suite 112A, Ormond Beach, FL 32174 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-21 |
| FL | RA | APPROVED | 2024-08-15 |
Branch Locations
880 Airport Road, Suite 112A, Ormond Beach, FL 32174 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Financial Management Group, Inc. | Ormond Beach | FL | 02/2022 | Present |
| Compass Financial Advisory Services, Llc | Ormond Beach | FL | 07/2024 | Present |
| 51 Site Services, Inc. | Ormond Beach | FL | 11/2016 | 10/2021 |
| The Mower Depot Inc. | Ormond Beach | FL | 05/2007 | 11/2016 |
| Unemployed | Ormond Beach | FL | 10/2021 | 02/2022 |
Name: Notary Services, Investment Related: No, Address: Online, Nature: Signature Notarization, Position: Notary, Title/Relationship: Individual Capacity, Start Date: 05/14/2025, Hours per Month: Approximately 4, Hours during Market Hours: Approximately 0, Duties: Notarize Signatures.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-29 |
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