Compass Capital Investments LLC
Compass Capital Investments LLC (CRD# 291911) is a financial advisory firm headquartered in Fincastle, VA. They manage $18,195,208 in 180 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management18MILLION
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Total Number of Accounts180ACCOUNTS
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Average Account Value$101,084
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, FL, GA, NV, TX, VA
Virginia Barkett (CRD# 5502927) is an Investment Advisor Representative working at Compass Capital Investments LLC in Fincastle, VA and has over 6 years of experience in the finance industry.
Erin Moseley (CRD# 7426254) is an Investment Advisor Representative working at Compass Capital Investments LLC in Fincastle, VA and has over 2 years of experience in the finance industry.
Brian Taylor (CRD# 7288167) is an Investment Advisor Representative working at Compass Capital Investments LLC in Fincastle, VA and has over 3 years of experience in the finance industry.