Compass Financial Group, INC
Sioux Falls, SD·SEC-registered · CRD #157109
Compass Financial Group, INC is an SEC-registered investment advisory firm in Sioux Falls, SD managing $1.2B across 8.0k client accounts, with 7 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.2B
Client accounts
8.0k
Advisory staff
7
Fee model
Fee-only
How Compass Financial Group, INC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Compass Financial Group, INC
How much does Compass Financial Group, INC manage?
Per its most recent SEC Form ADV filing (11/13/2025), Compass Financial Group, INC reports $1.2B in regulatory assets under management across roughly 8.0k client accounts.
How does Compass Financial Group, INC charge?
Compass Financial Group, INC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Compass Financial Group, INC a fiduciary?
Yes. Compass Financial Group, INC is registered with the U.S. Securities and Exchange Commission (CRD #157109), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Compass Financial Group, INC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Compass Financial Group, INC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Profile compiled from Compass Financial Group, INC's public SEC Form ADV filing (CRD #157109, filed 11/13/2025). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Compass Financial Group, INC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Compass Financial Group, INC? Claim this profile.