Compass Advisory Group LLC
Compass Advisory Group LLC is an investment advisory firm headquartered in Franklin, Tennessee. Founded by Solomon Kafoure, the firm is dedicated to serving the financial planning needs of individuals, families, and businesses, helping them pursue their financial goals through stewardship and growth. With approximately 7 employees, Compass Advisory Group provides a wholesome, client-centered approach focused on long-term financial well-being.
Investment Strategy
Compass Advisory Group LLC employs a customized financial planning and investment management approach, starting with the assessment of individual client needs. The firm helps clients choose from a comprehensive suite of financial products and services, aiming to match portfolios to each client's unique situation and goals. Primary clients are individuals (including high net worth), families, and pension/profit sharing plans. Decisions are made through disciplined analysis to ensure products fit objectives and risk tolerances, with an emphasis on stewardship and long-term growth.
Top Holdings
Equity Positions (72)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHB | SCHWAB STRATEGIC TR | 18.35% | $58.0M | 2,433,631 | $18.70 | $23.83 | +$7.6M |
B BALT | INNOVATOR ETFS TRUST | 7.05% | $22.3M | 694,363 | $31.09 | $32.08 | +$320.9K |
K KJAN | INNOVATOR ETFS TRUST | 6.42% | $20.3M | 541,364 | $33.90 | $37.48 | +$1.1M |
V VTI | VANGUARD INDEX FDS | 6.06% | $19.1M | 62,796 | $200.98 | $303.93 | +$2.6M |
S SCHM | SCHWAB STRATEGIC TR | 6.05% | $19.1M | 681,674 | $26.74 | $28.05 | +$2.1M |