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NORTH COMPASS FINANCIAL ADVISORS, LLC

GRAND RAPIDS, MN · CRD 146626 · IAPD ↗ · northcompassfinancial.com · 218-326-4722

$146.0MRegulatory AUM
3Advisory reps
4Employees
3Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
September 2026 — NORTH COMPASS FINANCIAL ADVISORS, LLC (GRAND RAPIDS, MN) is newly SEC-registered with $146.0M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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