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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    180
    ACCOUNTS
  • Average Account Value
    $101,084
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, NV, TX, VA

Financial Advisors at Compass Capital Investments LLC
Showing 1 - 3 of 3 top financial advisors.
1
Virginia A. Barkett
CRD#: 5502927
10 W. Main St., Fincastle, VA 24090

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.

2
Erin Moseley
CRD#: 7426254
10 W. Main St., Fincastle, VA 24090

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.

3
Brian J. Taylor
CRD#: 7288167
10 W. Main St., Fincastle, VA 24090

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.

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