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Compass Global Fund
Compass Global Fund was founded by Frank Dimicelli, who serves as President and CEO.
Compass Global Fund
Compass Global Fund was founded by Frank Dimicelli, who serves as President and CEO. The firm positions itself as San Antonio's only FedImpact-educated advisory, targeting federal employees navigating unique retirement challenges. Brandon Dimicelli, also a fiduciary financial strategist, works alongside him, with a team that includes Jaylon Dukes and support staff. The firm's investment approach centers on a 4-Step Course to Retirement: introduction, comprehensive review, routine reviews, and legacy creation. It focuses on federal benefits integration and private-sector enhancements. Strategy involves custom-tailored retirement solutions, semi-annual or annual reviews, and estate planning through third-party attorneys. Geographic footprint covers Menlo Park, New York, Southport, Almaty, San Francisco, Memphis, and Pasadena. The firm does not disclose total AUM or the number of professionals. Its team comprises at least five named individuals, including an Office Manager and Client Services representative. Compass Financial Group partners with FedImpact for federal benefit analysis and hosts regular financial workshops. No recent operational events of $100M+ scale or institutional relevance in the last 24 months were verifiably sourced. A structural differentiator is Compass Global Fund's focus on federal employee retirement — a niche requiring specialized knowledge of complex benefit systems. Its multi-city presence and strategic alignment with FedImpact suggest a hybrid model combining direct client advisory with educational outreach. No succession or ownership structure beyond the Dimicelli family is disclosed.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Menlo Park
Corporate office
Menlo Park, United States
Additional offices
New York · Southport · Almaty · San Francisco · Memphis · Pasadena
Principals
Frank Dimicelli
Fiduciary, Financial Strategist President, CEO
Brandon Dimicelli
Fiduciary, Financial Strategist
Sector focus
Frequently asked questions
Who runs investment decisions at Compass Global Fund?
Frank Dimicelli serves as President, CEO, and fiduciary financial strategist (per firm website). Brandon Dimicelli also holds a fiduciary financial strategist role. The investment decisions are led by the Dimicelli team, with client-specific strategies developed through a 4-step process.
How does Compass Global Fund source proprietary deal flow?
The firm does not disclose proprietary deal flow. Its investment approach is advisory-based, focusing on retirement planning for federal employees. The firm partners with FedImpact for federal benefit analysis and uses third-party estate planning attorneys for legacy creation.
Is Compass Global Fund structured as a single family office or does it operate more like a venture firm?
Compass Global Fund is not structured as a family office or venture firm. It operates as a financial advisory firm registered with FedImpact, specializing in retirement planning for federal employees. The firm's multi-city presence includes offices in Menlo Park, New York, Southport, Almaty, San Francisco, Memphis, and Pasadena.
Does Compass Global Fund participate in fund commitments or only direct deals?
Compass Global Fund does not disclose participation in fund commitments or direct deals. The firm focuses on financial planning and retirement solutions for individual clients, particularly federal employees. No data on institutional investment vehicles is available.
What investment stages does Compass Global Fund typically target?
Compass Global Fund does not target specific investment stages. Its services are centered on retirement planning, including financial introductions, comprehensive reviews, routine reviews, and legacy creation. The firm works with clients across all stages of retirement preparation.
How is Compass Global Fund related to Compass Financial Group?
Compass Global Fund is not explicitly defined as a separate entity from Compass Financial Group. The website for Compass Financial Group presents the firm's services and team. The Altss research record lists Compass Global Fund as a firm name, but public information shows the advisory operating under Compass Financial Group.
Where does the underlying wealth come from?
The underlying wealth at Compass Global Fund comes from client assets—primarily federal employees in the San Antonio area and other locations. The firm's wealth origin is not tied to a single family or corporate entity; it is derived from retirement savings and financial planning engagements with individual clients.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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