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Austin Gray Lowder

Investment Adviser Representative at Compass Financial Management LLC

Placida, FLCRD #7958752Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Austin Gray Lowder is an investment adviser representative in Placida, FL, currently registered with Markowski Investments and Compass Financial Management LLC. They have worked in the securities industry since 2024. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Florida.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/18/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Compass Financial Management LLCCurrent
8/15/2024 – Placida, FL
Markowski InvestmentsCurrent
7/22/2024 – Placida, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. LA Ainger Middle School
    May 2016 – May 2019Rotonda, FL
  2. Lemon BAY HIGH School
    May 2019 – May 2023Englewood, FL
  3. Florida Soccer Referees
    Sep 2018 – Dec 2023Englewood, FL
  4. Publix
    Oct 2019 – Mar 2020Placida, FL
  5. THE UPS Store
    May 2021 – Aug 2022Placida, FL
  6. Gasparilla Tennis CLUB
    May 2024 – Jul 2024Boca Grande, FL
  7. WAKE Forest University
    May 2023 – no end date reportedWinston-salem, NC

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Compass Financial Management LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Firm account minimum
$250,000 (waivable)
Firm's annual rate schedule by assets
  • Between $0 and $1,000,0001.95%
  • $1,000,000 - $3,000,0001.75%
  • $3,000,000 - $5,000,0001.50%
  • $5,000,000 and above1.00%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension Consulting

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCorporations

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
45
Offices listed on AdvisorFinder:
5
Main office:
Tampa, FL
SEC file number:
801-118185

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of May 18, 2026

View full firm profile

Other advisors at Compass Financial Management LLC

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Austin Gray Lowder has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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