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COMPASS ADVISORY PARTNERS LLC

COOKEVILLE, TN · CRD 119377 · IAPD ↗ · fidelisfinancialstrategies.com · 931-400-0012

$0Regulatory AUM
10Advisory reps
15Employees
0Clients
1-10Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
November 2024 — COMPASS ADVISORY PARTNERS LLC (COOKEVILLE, TN) left the SEC roster (was $0 RAUM, 10 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
28
April 2024 — COMPASS ADVISORY PARTNERS LLC changed its website from compassadvisorypartnersllc.com to fidelisfinancialstrategies.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.