COMPASS FINANCIAL GROUP, INC
SEC RegisteredPROVIDING DIRECTION FOR YOUR FINANCIAL GOALS
About the firm
Compass Financial Group is a locally owned family business and an independent Registered Investment Adviser (RIA) that has been doing business in the Sioux Falls area for over 35 years. As an independent RIA, the firm can hand-pick products and investments for clients' financial needs without loyalty to proprietary products. Investment advisory services are offered through Compass Financial Group, INC, an SEC registered investment adviser.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Compass Financial Group offers holistic financial planning covering investments, insurance needs, and guidance across many financial areas, including individual investments, life insurance, employer sponsored plans, and retirement planning.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,399 | $488M |
| High Net Worth Individuals | 276 | $736M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Any Assets | 1.50% |
Data as of November 13, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. COMPASS FINANCIAL GROUP, INC 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 the SEC or FINRA websites before making any decision.