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Kompass Financial Advisors
Josh Taylor runs Kompass Financial Advisors, a dual-registered insurance agency and RIA serving Colorado and Nebraska.
Kompass Financial Advisors
Kompass Ventures is a venture studio dedicated to turning bold ideas into thriving companies. We collaborate with entrepreneurs and industry leaders to build and scale businesses that drive meaningful change.
General information
Firm type
Venture Capital
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Multiple locations
Corporate office
Menlo Park, Birmingham, Herndon, United States
Principals
Josh Taylor
Principal
Frequently asked questions
What registrations does Kompass Financial Advisors hold?
The firm identifies as an independent insurance agency and a Registered Investment Advisory firm. This dual registration structures its offering around insurance products and financial advisory services, though the specific state registrations are not itemized on its website.
Does Kompass Financial Advisors manage institutional capital or venture funds?
No. The firm's public materials describe retail financial planning and insurance services for individuals. There is no mention of institutional separate accounts, pooled investment vehicles, family office mandates, or venture capital allocation.
Where does Kompass Financial Advisors operate?
Its public footprint includes Menlo Park, California; Birmingham, Alabama; and Herndon, Virginia. Its marketing language, however, points to client-service focus in Colorado and Nebraska.
Who runs Kompass Financial Advisors?
The firm's website names Josh Taylor as its principal. No additional team members, advisors, or board members are identified in available public materials.
Does the firm disclose assets under management?
No. Kompass Financial Advisors does not publish AUM, deployment volumes, or any comparable scale metric. No third-party publication has reported a verifiable figure.
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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