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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.
Latest 13F Filing Activity
Compass Advisory Group LLC filed their most recent 13F report on Jun 30, 2025 disclosing 72 equity positions with a total 13F market value of $316M. The fund increased holdings in Schwab Strategic TR, Vanguard Index FDS, Pacer FDS TR among other positions. Compass Advisory Group LLC reduced exposure to Vanguard Scottsdale FDS, Vanguard Intl Equity Index F, Dimensional Etf Trust among others.
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 |
Industry Allocation
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