EquityCompass Investment Management, LLC Email Format

Financial ServicesMaryland, United States2-10 Employees

EquityCompass Investment Management, LLC is a Baltimore-based, SEC-registered investment adviser offering a range of portfolio strategies and custom plans for individuals, financial intermediaries, and institutional clients across the United States. Founded in 2008, the firm emphasizes a consistent investment process grounded in enduring principles, empirical reasoning, and awareness of a dynamic, globally connected investment landscape. The team combines security analysis, capital markets experience, and portfolio management to support clients managing assets, with total assets under management reported as over $5.7 billion as of November 30, 2025. EquityCompass operates as a wholly owned subsidiary of Stifel Financial Corp. and serves a broad client base through its advisory services. A brief recent development indicates continued activity within the Stifel organization, reflecting ongoing integration in related financial services initiatives.

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