EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC

BALTIMORE, Maryland·7 registered advisors·CRD# 145420

SEC# 801-691314443-224-1231

01

Firm Overview

AUM

$179M

Regulatory assets under management

Employees

14

Total firm employees

Advisors

7

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Compensation

Percentage of AUM

03

Specialties

Investment Management Wealth Management Fee-Only Advisory

04

Advisors at EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC

7 registered advisors

Bobby (nmn) Thomas

BALTIMORE, Maryland

Christopher Mark Mutascio

BALTIMORE, Maryland

Christopher P Hayes

BALTIMORE, Maryland

Daniel Palm Dickherber

ST. LOUIS, Missouri

Michael Chih-Hao Chien

BALTIMORE, Maryland

Richard Eric Cripps

BALTIMORE, Maryland

Robert George Hagstrom

BALTIMORE, Maryland

05

Office Locations

BALTIMORE, Maryland

ST. LOUIS, Missouri

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Data sourced from SEC Form ADV filings. EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC (CRD# 145420) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.