Fee-only adviser · Pittsburgh, PA
Compass Investments LLC
Compass Investments LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Pittsburgh, Pennsylvania. On its latest Form ADV, filed March 20, 2026, it reports $93M in regulatory assets under management, 176 individual clients and 4 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 141323 · SEC file 801-67114 |
| Office | 2681 Sidney Street Suite 150 Pittsburgh, PA 15203 |
| Phone | (570) 916-2208 |
| Website | www.compassinvestmentsllc.com |
| Regulatory assets under management | $93M |
| Individual clients | 150 non-high-net-worth, 26 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 5 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 20, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Pittsburgh
- Cookson Peirce Wealth Management $2.6B
- Mfa Wealth Advisors, LLC $605M
- Hapanowicz Financial $622M
- Guyasuta Investment Advisors, Incorporated $2.4B
- Trebuchet Consulting, LLC $1.1B
- Ewa, LLC $751M
See all 38 fee-only advisers in Pittsburgh →
Nearby
- Oakmont 1 firm
- Sewickley 6 firms
- Monroeville 1 firm
- White Oak 1 firm
- Venetia 1 firm
- Wexford 7 firms
- Canonsburg 7 firms
- McMurray 2 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Compass Investments LLC? Update this listing.