# Compass Investment Advisers

Compass Investment Advisers is a Bank / Wealth / Trust based in Portland, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Portland, United States
- **Region:** North America
- **Address:** Portland, OR, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** compassadv.net
- **LinkedIn:** https://www.linkedin.com/company/compass-investment-advisors

## Regulatory record

- **CRD number:** 131933
- **SEC file number:** 801-131278
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/131933

## About

Compass Investment Advisers was established in 2004 in Portland, Oregon, as a local wealth-management practice. The firm registered with the SEC as an investment adviser, positioning itself to serve individuals and high-net-worth clients primarily in the Pacific Northwest. Its founding narrative reflects the post-dot-com era wave of independent RIAs that broke away from wirehouse models to offer more personalized retirement, tax, and portfolio-management services. The firm's strategy centers on financial planning for private clients. Services cover retirement planning, tax-aware portfolio construction, and ongoing managed-account oversight. Compass does not disclose participating in direct private-company investments, fund commitments, or institutional separate accounts. Its client base appears concentrated among individuals and families in Oregon and neighboring states. The absence of publicly named portfolio companies or co-investors is consistent with a planning-led RIA that deploys client capital into public-market securities and managed products rather than direct private deals. Compass Investment Advisers operates from a single location in Portland. The size of its professional staff and total assets under management are not publicly disclosed, which is typical for a privately held RIA of this profile. No adjacent philanthropic foundations, real-asset arms, or peer-network memberships are known from the public record. In 2004, the firm established its foundational advisory registration, anchoring its multi-decade presence in the Oregon wealth-management market. The firm's genuine structural differentiator is its independence as a boutique RIA in a region where large national aggregators dominate wealth management. By remaining intentionally small and planning-centric, Compass offers an alternative for clients who want a direct relationship with a local fiduciary rather than a remote team inside a consolidated platform.

## Questions

### What services does Compass Investment Advisers offer?

Compass provides investment advisory services centered on financial planning for individuals and high-net-worth clients. Its core offerings include retirement planning, tax planning, and discretionary portfolio management. The firm operates as a registered investment adviser, which imposes a fiduciary duty to act in clients' best interests.

### Does Compass Investment Advisers manage institutional capital?

There is no public record of Compass managing institutional separate accounts, pension assets, or endowment capital. Its stated focus is on individuals and high-net-worth families. The firm's registration and service descriptions align with a private-wealth practice rather than an institutional asset manager.

## Related profiles

- [Compass Financial Management](https://altss.com/profile/compass-financial-management)
- [Compass Investments](https://altss.com/profile/compass-investments)

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Last updated: 2026-06-03T20:00:00.000Z

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