Equitycompass Strategies

Equitycompass Strategies (CRD# 145420) is a financial advisory firm headquartered in Baltimore, MD. They manage $305,302,207 in 698 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    305
    MILLION
  • Total Number of Accounts
    698
    ACCOUNTS
  • Average Account Value
    $437,396
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Equitycompass Strategies
Showing 1 - 7 of 7 top financial advisors.
1
Richard E. Cripps
CRD#: 863281
One South Street, Baltimore, MD 21202
96
Wealthminder
score

Richard Cripps (CRD# 863281) is an Investment Advisor Representative working at Equitycompass Strategies in Baltimore, MD and has over 31 years of experience in the finance industry.

2
Robert G. Hagstrom
CRD#: 1175438
One South Street, Baltimore, MD 21202
96
Wealthminder
score

Robert Hagstrom (CRD# 1175438) is an Investment Advisor Representative working at Equitycompass Strategies in Baltimore, MD and has over 25 years of experience in the finance industry.

3
Bernard J. Kavanagh
CRD#: 2496007
One South Street, Baltimore, MD 21202
93
Wealthminder
score

Bernard Kavanagh (CRD# 2496007) is an Investment Advisor Representative working at Equitycompass Strategies in Baltimore, MD and has over 19 years of experience in the finance industry.

4
Timothy M. McCann
CRD#: 2836429
125 High Street 17th Floor, Boston, MA 02110
93
Wealthminder
score

Timothy McCann (CRD# 2836429) is an Investment Advisor Representative working at Equitycompass Strategies in Boston, MA and has over 19 years of experience in the finance industry.

5
Michael S. Scherer
CRD#: 3101542
One South Street, Baltimore, MD 21202
93
Wealthminder
score

Michael Scherer (CRD# 3101542) is an Investment Advisor Representative working at Equitycompass Strategies in Baltimore, MD and has over 10 years of experience in the finance industry.

6
Bobby Thomas
CRD#: 5163293
One South Street 16th Floor, Baltimore, MD 21202
93
Wealthminder
score

Bobby Thomas (CRD# 5163293) is an Investment Advisor Representative working at Equitycompass Strategies in Baltimore, MD and has over 10 years of experience in the finance industry.

7
Genesis Q. Guanga
CRD#: 5494630
125 High Street, 17th Floor, Boston, MA 02110
90
Wealthminder
score

Genesis Guanga (CRD# 5494630) is an Investment Advisor Representative working at Equitycompass Strategies in Boston, MA and has over 6 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.