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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Compass Financial Management have?","answer":"Compass Financial Management has 33 investment adviser representatives registered with state securities authorities, out of 33 employees, and 31 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 17 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Compass Financial Management invest in?","answer":"At the end of its last fiscal year, Compass Financial Management’s separately managed accounts held 79% exchange-traded equities, 12% registered funds (mutual funds, ETFs, BDCs), 3% pooled vehicles (private funds and similar), 3% cash and equivalents, 2% investment grade corporate bonds and 1% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Compass Financial Management?","answer":"Compass Financial Management’s direct owners are Matthew Markowski, Michael Markowski and Christopher Markowski, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 18 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Compass Financial Management get paid?","answer":"Compass Financial Management is paid through a percentage of assets under management. 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