# KOMPASS FINANCIAL ADVISORS, INC.

KOMPASS FINANCIAL ADVISORS, INC. is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** https://kompassfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/josh-taylor-cfp-clu-b566388

## Regulatory record

- **CRD number:** 135401
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/135401

## About

Kompass Financial Advisors is an independent insurance agency and Registered Investment Advisory firm that guides individuals and small businesses. Independence gives them flexibility to customize planning with an objective viewpoint. They use a hands-on, consultative approach to help clients plan their futures.

## Sectors

- Individuals and small businesses

## People

- Josh Taylor — CFP, CLU, President

## Questions

### Who runs investment decisions at KOMPASS FINANCIAL ADVISORS, INC.?

The principals responsible for investment decisions are not publicly identified. Corporate filings and public databases do not list named executives, directors, or investment committee members.

### What investment strategy does KOMPASS FINANCIAL ADVISORS, INC. employ?

No investment strategy, asset allocation target, or portfolio construction philosophy has been disclosed in publicly available records.

### Has the firm disclosed a specific AUM or capital base?

No. The firm has not published AUM, committed capital, or any other financial metric. Barron's, Pensions & Investments, and other industry rankers do not list the firm.

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Last updated: 2026-08-11T15:07:12.582Z

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