Equitycompass Investment Management, LLC

Equitycompass Investment Management, LLC (CRD# 145420) is a financial advisory firm headquartered in Baltimore, MD. They manage $184,137,852 in 111 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    184
    MILLION
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $1,658,900
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Equitycompass Investment Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Richard E. Cripps
CRD#: 863281
One South Street, Baltimore, MD 21202

Richard Cripps (CRD# 863281) is an Investment Advisor Representative working at Equitycompass Investment Management, LLC in Baltimore, MD and has over 37 years of experience in the finance industry.

2
Robert G. Hagstrom
CRD#: 1175438
3150 Cardinal Drive, Suite 101, Vero Beach, FL 32963

Robert Hagstrom (CRD# 1175438) is an Investment Advisor Representative working at Equitycompass Investment Management, LLC in Vero Beach, FL and has over 31 years of experience in the finance industry.

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

Bernard Kavanagh (CRD# 2496007) is an Investment Advisor Representative working at Equitycompass Investment Management, LLC in Baltimore, MD and has over 26 years of experience in the finance industry.

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

Timothy McCann (CRD# 2836429) is an Investment Advisor Representative working at Equitycompass Investment Management, LLC in Boston, MA and has over 26 years of experience in the finance industry.

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

Michael Scherer (CRD# 3101542) is an Investment Advisor Representative working at Equitycompass Investment Management, LLC in Baltimore, MD and has over 16 years of experience in the finance industry.

6
Bobby (. Thomas
CRD#: 5163293
One South Street 16th Floor, Baltimore, MD 21202

Bobby Thomas (CRD# 5163293) is an Investment Advisor Representative working at Equitycompass Investment Management, LLC in Baltimore, MD and has over 16 years of experience in the finance industry.

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