Compass Financial Management LLC

Firm record

As recorded in SEC IAPD

Firm CRD

156345

SEC number

801-118185

Firm type

RIA

Assets under management

$893.8M as of May 18, 2026

Website

www.facebook.com/joe.dise ↗

Phone

813-597-6400

Address

2422 W. Sunset Drive, Tampa, FL, 33629

Advisors at this firm

42 in our index · page 1 of 1

• Peter John AiksnorasCRD 1727469 · Oxford, CT
  IA RegisteredRegistration inactive
• Bradley Arnold AllanCRD 6740905 · Phoenix, AZ
  IA RegisteredRegistration inactive
• Jeffrey Michael BurgessCRD 2901944 · Richmond, VA
  IA Registered
  Disclosure event(s) on record
• Matthew K CarrierCRD 5696242 · Knoxville, TN
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Cooper CarrierCRD 8231849 · Knoxville, TN
  IA Registered
• John George DanielsCRD 1791709 · Sarasota, FL
  IA Registered
• James Robert DavenportCRD 5741283 · Sarasota, FL
  IA RegisteredRegistration inactive
• Kathryn Aiksnoras DennenCRD 6174969 · Oxford, CT
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Joseph William DiseCRD 2299007 · Treasure Island, FL
  IA Registered
  Disclosure event(s) on record
• Jesse Clifton DoveCRD 1661883 · Ladson, SC
  IA Registered
  Disclosure event(s) on record
• Michael Clarence FerrinCRD 1774934 · Clemmons, NC
  IA RegisteredRegistration inactive
• Mark Alan FlemingCRD 5403100 · Oak Brook, IL
  IA Registered
• Elisea Tantuan FrishbergCRD 2092508 · Hialeah, FL
  IA Registered
  Disclosure event(s) on record
• William Christian GabrielsenCRD 3140671 · Biddeford, ME
  IA RegisteredRegistration inactive
• Geoffrey Mchale GarfieldCRD 2394674 · Darien, CT
  IA Registered
• Scott Evan GreeneCRD 3132867 · Tampa, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Gary Charles HaackCRD 2796834 · San Antonio, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Kevin David HarwoodCRD 6311729 · Tampa, FL
  IA Registered
• Tanner HarwoodCRD 8145508 · Tampa, FL
  IA Registered
• Riley HaganCRD 8241715 · Sarasota, FL
  IA Registered
• Robert HarwoodCRD 5356680 · Tampa, FL
  IA Registered
• Christa IrwinCRD 7529034 · Summerville, SC
  IA Registered
• Jacob JohnsonCRD 8200398 · San Diego, CA
  IA Registered
• Jerry JuddCRD 8285768 · Houston, TX
  IA Registered
• Justin KellyCRD 7973971 · St. Petersburg, FL
  IA RegisteredRegistration inactive
• Michael Thomas LeeCRD 4502893 · New York, NY
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jesse John LipscombCRD 4353680 · San Diego, CA
  IA Registered
• Austin Gray LowderCRD 7958752 · Placida, FL
  IA Registered
• Belinda Marie LuskCRD 3081896 · Chicago, IL
  IA RegisteredRegistration inactive
• Christopher MarkowskiCRD 2556011 · Tampa, FL
  IA Registered
  Disclosure event(s) on record
• Joshua Manuel MarkowskiCRD 6549370 · Tampa, FL
  IA RegisteredRegistration inactive
• Matthew MarkowskiCRD 3092149 · Tampa, FL
  IA RegisteredRegistration inactive
• Michael John MarkowskiCRD 2671573 · Tampa, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Frederick Eugene MoweryCRD 1246802 · Allen, TX
  IA Registered
  Disclosure event(s) on record
• Andrew OrnoskiCRD 7875820 · Peoria, AZ
  IA Registered
• Kyle Alan RuiterCRD 7556416 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Albert Daniel SouzaCRD 5571527 · Seattle, WA
  IA RegisteredRegistration inactive
• Wendell Breneman StewartCRD 1300285 · Windham, NH
  IA Registered
• J'neanne Mary TheusCRD 4851011 · Sunbury, OH
  IA Registered
• Steven Craig WalstadCRD 1577424 · Bloomington, MN
  IA Registered
  Disclosure event(s) on record
• Nathan Lee WilsonCRD 3088187 · Laramie, WY
  IA Registered
  Disclosure event(s) on record
• Robert David ZodaCRD 1719613 · Montgomery, TX
  IA RegisteredRegistration inactive

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.

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