Advisor at Compass Technology Group, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Compass Technology Group, Inc.
Location
Menlo Park, CA 94025
Credentials
Series 65
Industry experience
14 years
David Arscott is a Series 65-licensed financial advisor with 14 years of industry experience, currently serving at Compass Technology Group, Inc. since 1999. He holds general partner and managerial roles across several affiliated investment entities and serves as a director for Accelitas, Inc., Toolwire, Inc., Entrepreneur Futures Network, and as a trustee of the Trinity Church Endowment Fund. Compass Technology Group, Inc. acts as the registered investment adviser to a single pooled vehicle, Compass Technology Partners II, LP, focusing on discretionary portfolio management of small- and mid-cap technology and medical-technology equities. The firm employs a fundamental stock selection process supported by proprietary research and technical analysis, utilizing a long/short strategy with active hedging techniques and flexible cash positions.
Based on Compass Technology Group, Inc.
Based on Compass Technology Group, Inc.
15% performance fee on profits above a high water mark, charged annually at fiscal year end.
Account minimum: $1,100,000
530 Oak Grove Avenue, Ste 205
Menlo Park, CA 94025
California
Compass Technology Group, Inc.
1999 - Present (27 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
San Jose, CA
Andrey, Douglas
CFP®, Series 65
Menlo Park, CA
Oak Peak Financial
CFP®, Series 63, Series 65
San Mateo, CA
Gosho Financial Group
Series 63, Series 65
Mountain View, CA
Ardent Capital
CFP®
Foster City, CA
Graystone Advisor, LLC
I specialize in helping families make better financial decisions related to stock options and RSUs. I know we’re saving enough for retirement in 401k’s, but my wife and I still have serious conversations about how to use her company stock to help live the life we want. Our issues require significant financial planning that firms focused on AUM can't help with. In my free time, I coach my three kids sports teams, play softball, golf, ski in Incline Village, and work on the NYTimes Crossword puzzle with my wife, Jessica. If you ever see me out and about, I’m the guy wearing something UCLA, Chargers, Padres, or Warriors. Listen to Aaron's podcast here: https://mindmoneyspectrum.buzzsprout.com/
CFP®, Series 66
Redwood City, CA
FocusYou
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")