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EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC

BALTIMORE, MD · CRD 145420 · IAPD ↗ · equitycompass.com · 443-224-1231

$220.9MRegulatory AUM
10Advisory reps
14Employees
0Clients
n/aPlanning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2025 — EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2024 — EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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