Compass Ion Advisors, Llc
- Regulatory AUM
- $1.6B
- Discretionary
- $1.5B
- Clients
- 1,204
- Avg AUM / client
- $1.3M
- Accounts
- 3,745
- Employees
- 24
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 844 | $310M | 19.6% |
| High net worth individuals | 333 | $1.1B | 72.0% |
| Pension and profit sharing plans | 27 | $134M | 8.47% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Bearing & Drive Solution 401(k) Retirement Plan Bearings & Drives Unlimited, Inc. | 2024 | |
| Oxford Economics Usa, Inc. And Tourism Economics, Llc 401(k) Plan Oxford Economics Usa, Inc. And Tourism Economics, Llc | 2024 |
People (17)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew Daniel Kane | President, Principal And Chief Compliance Officer | Dec 2008 (18y) | 50% – 75% | |
| Joshua Scott Manifold | Senior Vice President And Managing Member | Jan 2014 (13y) | 25% – 50% | |
| George Joseph Limbach | Registered representative | Nov 2013 (13y) | ||
| James Carl Baird | Registered representative | Nov 2013 (13y) | ||
| Carol S Gangewer | Registered representative | Jan 2014 (13y) | ||
| Richard John Liburdi | Registered representative | Chartered Financial Consultant | Jan 2014 (13y) | |
| Luke C. Porter | Registered representative | CFP | Nov 2017 (9y) | |
| Glen Eric Gangewer | Registered representative | Sep 2019 (7y) | ||
| Evan Joseph Hewitt | Registered representative | CFP | Mar 2020 (6y) | |
| Matthew Cameron Mcdaniel | Registered representative | CFP | Oct 2021 (5y) | |
| Charles W. Manning | Registered representative | Apr 2023 (3y) | ||
| Mark Joseph Manning | Registered representative | Aug 2023 (3y) | ||
| Tyler Joseph Burns | Registered representative | CFP | Aug 2023 (3y) | |
| Michael J. Briglia | Registered representative | CFP Personal Financial Specialist | Jun 2024 (2y) | |
| Michael Dogum | Registered representative | CFA | Jun 2024 (2y) | |
| Ryan Donovan | Registered representative | Dec 2024 (2y) | ||
| Gbarclai Benjamin Mowenn | Registered representative | CFP | Apr 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Bearing & Drive Solution 401(k) Retirement Plan | Bearings & Drives Unlimited, Inc. | 255 | $28.1M | 01/01/2024 |
| Oxford Economics Usa, Inc. And Tourism Economics, Llc 401(k) Plan | Oxford Economics Usa, Inc. And Tourism Economics, Llc | 130 | $14.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.1B (67% of AUM) Mar 2026
- National Financial Services (Fidelity) $331M (21% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗