Compass Investment Advisers, LLC

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Client assets under management

$109,810,080

Clients

35% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,525,140

About

Compass serves individual and high‑net‑worth clients, offering discretionary portfolio management and financial planning services. The firm manages client accounts on an ongoing basis—typically constructing diversified portfolios with mutual funds, ETFs, individual bonds and equities—and generally requires a $500,000 account minimum (waivable in the firm’s discretion).

Investment decisions are guided by fundamental and technical analysis and strategic asset allocation, with accounts reviewed at least quarterly and fees typically deducted directly from custodian accounts. Compass acts as a fiduciary and normally operates with discretionary trading authority to implement portfolios in line with each client’s stated objectives and constraints.

The brochure discloses operational features that are uncommon among peers: account valuations are stated to be “not adjusted by any margin debt,” and the firm may recommend investments beyond those listed in the brochure—practices that can include the use of borrowing and derivative instruments in separately managed accounts. The firm also maintains operational procedures such as standing letters of authorization to disburse funds to third‑party payees and manages proprietary accounts alongside client accounts, which are identified as potential areas for trade‑allocation oversight.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Cash flow / budgeting

Fee options

Fixed

Negotiable fixed fees for stand-alone financial planning services

Percentage

$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.25%

Project-based

$250 per hour for stand-alone financial planning

Other

Account minimum: $500,000 Fee-only: $250 per hour for stand-alone financial planning or negotiable fixed fees for planning services

Main office location

Compass Investment Advisers, LLC

4475 Sw Scholls Ferry Rd, Suite 270

Portland OR 97225-1958, United States

Number of offices

Most active in

Oregon · Washington

Disclosures

Business activities & affiliations

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.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 503-473-8422

Advisors at this firm

Paul V

Series 63

Portland, OR

Compass Investment Advisers, LLC

Paul Vermilya is a financial advisor at Compass Investment Advisers, LLC with 27 years of industry experience. He has been with Compass Investment Advisers since 2004. Vermilya holds a Series 63 designation. Compass Investment Advisers is an independent SEC-registered advisory firm that provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm manages approximately $110 million across about 72 clients, employing diversified investment strategies that include mutual funds, ETFs, bonds, stocks, and derivatives, with a focus on fundamental and technical analysis and a long-term buy-and-hold approach.

General retirement planning Cash flow / budgeting

Jeannie M

Series 63, Series 65

Portland, OR

Compass Investment Advisers, LLC

Jeannie Matza is a financial advisor at Compass Investment Advisers, LLC in Portland, OR, holding Series 63 and Series 65 designations with 11 years of industry experience. She previously worked at Empirical Financial Services, LLC from 2013 to 2019 and has been with Compass Investment Advisers since 2019. Compass Investment Advisers is an independent SEC-registered advisory firm serving individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm manages approximately $110 million across about 72 clients, utilizing diversified investment strategies including mutual funds, ETFs, bonds, stocks, and derivatives with a combination of fundamental and technical analysis.

General retirement planning Cash flow / budgeting

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