Insights

Niche Market Focus Compass Advisory Group specializes in investment advisory services utilizing proprietary funds and ETFs, indicating opportunities to offer specialized financial products or technology solutions tailored to boutique advisory firms.

Technology Adoption The company's use of AWS and popular web technologies suggests openness to innovative tech integrations, providing opportunities for partnerships in cloud-based solutions, cybersecurity, or digital client engagement tools.

Growth Potential With an estimated revenue between 1M and 10M and a small team, there is potential for scaling services or expanding product offerings as the firm grows and seeks to increase operational efficiency.

Industry Alignment Operating within the competitive investment management industry alongside firms with thousands of employees reflects a market where tailored services for small firms or niche advisory practices could meet unmet needs.

Client Acquisition Focusing on expanding their client base in both business and personal sectors presents opportunities for sales of CRM systems, client engagement platforms, and targeted marketing solutions to attract high-net-worth individuals and small business clients.

Similar companies to Compass Advisory Group, LLC

Compass Advisory Group, LLC Tech Stack

Compass Advisory Group, LLC uses 4 technology products and services including Amazon Web Services, Google Fonts API, jQuery UI, and more. Explore Compass Advisory Group, LLC's tech stack below.

Amazon Web Services
Cloud Hosting
Google Fonts API
Font Scripts
jQuery UI
Javascript Libraries
jQuery
Javascript Libraries

Media & News

Compass Advisory Group, LLC's Email Address Formats

Compass Advisory Group, LLC uses at least 1 format(s):

Compass Advisory Group, LLC Email Formats	Example	Percentage
FLast@compassemp.com	JDoe@compassemp.com	38%
First.Last@compassemp.com	John.Doe@compassemp.com	12%
FLast@compassemp.com	JDoe@compassemp.com	38%
First.Last@compassemp.com	John.Doe@compassemp.com	12%

Frequently Asked Questions

Where is Compass Advisory Group, LLC's headquarters located?

Compass Advisory Group, LLC's main headquarters is located at 213 Overlook Circle, Suite A-1. The company has employees across 1 continents, including North America.

What is Compass Advisory Group, LLC's phone number?

You can contact Compass Advisory Group, LLC's main corporate office by phone at

+1-615-620-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Compass Advisory Group, LLC's official website and social media links?

Compass Advisory Group, LLC's official website is compassemp.com and has social profiles on LinkedIn.

What is Compass Advisory Group, LLC's NAICS code?

Compass Advisory Group, LLC's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Compass Advisory Group, LLC have currently?

As of December 2025, Compass Advisory Group, LLC has approximately 1 employees across 1 continents, including North America. Key team members include Financial Advisor: P. E. M.. Explore Compass Advisory Group, LLC's employee directory with LeadIQ.

What industry does Compass Advisory Group, LLC belong to?

Compass Advisory Group, LLC operates in the Investment Management industry.

What technology does Compass Advisory Group, LLC use?

Compass Advisory Group, LLC's tech stack includes Amazon Web ServicesGoogle Fonts APIjQuery UIjQuery.

What is Compass Advisory Group, LLC's email format?

Compass Advisory Group, LLC's email format typically follows the pattern of FLast@compassemp.com. Find more Compass Advisory Group, LLC email formats with LeadIQ.

Compass Advisory Group, LLC

Q: How many employees does Compass Advisory Group, LLC have currently?

Compass Advisory Group, LLC has approximately 1 employees.

Q: What technology does Compass Advisory Group, LLC use?

Compass Advisory Group, LLC's tech stack includes Google Fonts API, Amazon Web Services, jQuery UI, jQuery.

Investment ManagementTennessee, United States0-1 Employees

Our firm provides investment advisory services for business and personal clients, primarily using propritary funds and portfolios of Exchange Traded Funds. The primary funds we use are symbols CTMAX and LTGAX.