Compass Advisors

What changed

Compass Advisors partner joins Captrust as part of acquisition of two Long Island RIAs with $1.2B combined client assets.

Reported / discovered

Sep 23, 2026

Effective

Not reported

New role

Partner, Compass Advisors

Previous role

Not reported

Market

Melville, NY

Reported book

$1.2B

Reported team size

7 people

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.