Compass Financial Advisory Services, Llc
- Regulatory AUM
- $527M
- Discretionary
- $522M
- Clients
- 1,031
- Avg AUM / client
- $511K
- Accounts
- 1,031
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 669 | $159M | 30.1% |
| High net worth individuals | 362 | $368M | 69.9% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Massebeau, Thomas, Clyde | Managing Member | Feb 1996 (31y) | Less than 5% | |
| Tara Ashley Sanders | Managing Member / Ceo / Cco | CFP | Sep 2021 (5y) | 50% – 75% |
| Lauren Rose Tanksley | Registered representative | CFP | Feb 2022 (4y) | |
| Bruce Steven Boyle | Registered representative | Oct 2022 (4y) | ||
| John Richard Cecere | Registered representative | Jan 2024 (3y) | ||
| Sarah Nash Myrick | Registered representative | Aug 2024 (2y) | ||
| Patrick James Tuite | Registered representative | May 2025 (1y) | ||
| Madeleine Johanna Hubbard | Registered representative | Jun 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Compass Financial Management Group, Inc. | Member | Sep 2021 | A | 25% – 50% |
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) | 02/17/2026 | 909 KB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Pershing $526M (100% of AUM) Feb 2026
- Charles Schwab & Co. $3.6M (1% of AUM) Jan 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Feb 17, 2026.
View current Form ADV (SEC/IAPD) ↗