Compass Retirement Group Llc
- Regulatory AUM
- $112M
- Discretionary
- $112M
- Clients
- 766
- Avg AUM / client
- $146K
- Accounts
- 939
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 757 | $98.7M | 88.2% |
| High net worth individuals | 9 | $13.2M | 11.8% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Marvin L. Mitchell | Managing Member | Nov 2015 (11y) | 75% or more | |
| Airionne Renee Solanke | Chief Compliance Officer | CFP | Dec 2017 (9y) | Less than 5% |
| Tamara Andrea Dickerson | Registered representative | Apr 2022 (4y) | ||
| Devin Riley | Registered representative | Apr 2024 (2y) | ||
| Poonnasa Corn | Registered representative | CFP | Feb 2026 (0y) | |
| Vincent Buttaro | Registered representative | May 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/15/2026 | 1.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $56.8M (51% of AUM) Jul 2026
- Charles Schwab & Co. $55.0M (49% of AUM) Jul 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: Jul 15, 2026.
View current Form ADV (SEC/IAPD) ↗