EquityCompass Investment Management

BALTIMORE, MD · CIK 1442676 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2008 · limited liability company

Assets managed$220.9m
Staff14 · 10 in investment roles
Main clients (by assets)High net worth individuals 64%, Individuals 36%
Websiteequitycompass.com
Form ADV · 2026-03-16SEC adviser record

Kindprivate equity, venture, institutions, wealth
Others nearbyNew York, NY, Saint Louis, MO, Morristown, NJ, Baltimore, MD, Garden City, NY, San Francisco, CA
FamilySTIFEL FINANCIAL CORP · 8 related pages · largest: STIFEL FINANCIAL CORP

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Baltimore, MD (main office)United States	United States	about 4
Boston, MAUnited States	United States	2
Bluffton, SCUnited States	United States	1
New York, NYUnited States	United States	1
Vail, COUnited States	United States	1
Vero Beach, FLUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

For Q2 2026 this manager filed a 13F notice: its holdings were reported by another manager.