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COMPASS GROUP INVESTMENTS SOLUTIONS LLC

MIAMI, FL · CRD 305680 · IAPD ↗ · cgcompass.com · 305-358-7052

$526.8MRegulatory AUM
4Advisory reps
17Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — COMPASS GROUP INVESTMENTS SOLUTIONS LLC crossed $500M in regulatory AUM ($457.7M -> $526.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
April 2025 — COMPASS GROUP INVESTMENTS SOLUTIONS LLC shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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