Equitycompass Investment Management, LLC

CRD 145420 · Baltimore, MD · $220.9M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 145420
SEC number: 801-69131
Firm type: RIA
Assets under management: $220.9M as of Mar 16, 2026
Website: www.equitycompass.com ↗
Phone: 443-224-1231
Address: One South Street, Baltimore, MD, 21202

Advisors at this firm

5 in our index · page 1 of 1

Robert George HagstromCRD 1175438 · Vero Beach, FL

IA Registered
Bernard Joseph KavanaghCRD 2496007 · Baltimore, MD

IA RegisteredBroker
Timothy Michael MccannCRD 2836429 · Boston, MA

IA Registered
Michael Scott SchererCRD 3101542 · Baltimore, MD

IA Registered
Bobby (Nmn) ThomasCRD 5163293 · Baltimore, MD

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 145420 ↗ FINRA BrokerCheck record for firm CRD 145420 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.