COMPASS EFFICIENT MODEL PORTFOLIOS, LLC

BRENTWOOD, Tennessee·4 registered advisors·CRD# 125568

SEC# 801-61868615-620-8600

01

Firm Overview

AUM

$1.6B

Regulatory assets under management

Employees

18

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Investment Management Wealth Management

04

Advisors at COMPASS EFFICIENT MODEL PORTFOLIOS, LLC

4 registered advisors

David Joe Moore

BRENTWOOD, Tennessee

Paul Donald Graffy

BRENTWOOD, Tennessee

Pleshetta Juanita Loftin

BRENTWOOD, Tennessee

Robert William Walker

BRENTWOOD, Tennessee

05

Office Locations

BRENTWOOD, Tennessee

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Data sourced from SEC Form ADV filings. COMPASS EFFICIENT MODEL PORTFOLIOS, LLC (CRD# 125568) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.