EquityCompass Investment Management, LLC

Financial ServicesMaryland, United States2-10 Employees

EquityCompass Investment Management, LLC (“EquityCompass”) is a Baltimore-based SEC registered investment adviser offering a broad range of portfolio strategies and custom plans for individuals, financial intermediaries, and institutional clients throughout the U.S. Formally organized in 2008, EquityCompass provides portfolio strategies with respect to total assets over $5.7 billion as of November 30, 2025.† EquityCompass is a wholly owned subsidiary of Stifel Financial Corp.
 
The EquityCompass team of professionals represents deep industry experience in security analysis, capital markets, and portfolio management. We are committed to a consistent investment process that relies on enduring principles, sound empirical reasoning, and the recognition of a dynamic investment environment with a global reach.

Learn more: www.equitycompass.com

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