COMPASS ADVISORS

Legal name: COMPASS ADVISORY GROUP LLC

CRD 288256File 801-110409

APPROVED

Retail clients

Custody

Filing as of Feb 19, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$767.5M

Above cohort median (national)

Discretionary AUM

$506.3M

Non-discretionary $261.2M

Clients

528

1,152 accounts

Employees

Below cohort median in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Apr 14, 2017
Principal office: 155 PINELAWN ROAD, SUITE 210 N, MELVILLE, NY, 11747
Phone: (516) 938-2400
Website: HTTPS://WWW.COMPASSADVISORS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $767.5M
Discretionary AUM: $506.3M
Non-discretionary AUM: $261.2M
Discretionary accounts: 1,037
Non-discretionary accounts: 115
Total accounts: 1,152
AUM per client: $1.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	6	$9.2M
High net worth individuals	121	$300.5M
Pension and profit sharing plans	161	$337.6M
Individuals (other than high net worth individuals)	240	$120.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.