COMPASS

DBA names

CompassComprehensive Planning Associates, Ltd.

Economics

AUM

—

AUM band

—

AUM trajectory

—

Client mix

—

Operations

Employees (total)

—

Advisory staff (per ADV)

—

Advisory staff (5-yr trend)

—

Primary office

FAIRFIELD CT

Branches

Count

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

—

Fee basis

—

Filings

Latest ADV filing

—

ADV-W filed at

—

Website

—

Compliance

Disclosures (firm)

—

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

BRUNNER, MATTHEW, GERARD

Top Owner Pct

37.5

Top Owner Entity Kind

Owner Count

Control Persons

BRUNNER, MATTHEW, GERARD

G BRUNNER TRUST

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Website Staleness Score

Wayback Last Material Change

2026-05-19T07:10:57.000Z

Wayback Snapshot Count

13,464

Wayback Snapshots Last 12mo

438

Wayback First Snapshot

1996-11-01T05:29:48.000Z

Wayback Last Snapshot

2026-05-19T07:10:57.000Z

Rdap Domain

COMPASS.COM

Rdap Domain Creation Date

1992-11-10T05:00:00Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

Gandi SAS

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Participants

5,778

Form 5500 Total Compensation

60,655

Form 5500 Compensation Trajectory 3y

2025	60,655
2024	0

Form 5500 Plan Count Trajectory 3y

2025	7
2024	3

Schedule C Total Compensation

60,655

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001558286

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2012-10-02

Edgar Last Filing Date

2014-07-24

Edgar Form D Count

Edgar Form D Offerings

2014-07-242014-07-24 · 0001558286-14-000003

2014-06-262014-06-26 · 0001558286-14-000002

Local market & wealth

Rank targets by how wealthy the local market is

Census Median Hh Income

182,768

Census High Income Households

5,446

Census Median Age

37.5

Census Pop 65 66 Total

586

Census Total Households

11,781

Census NAICS 523930 Count

Fdic Zip Total Deposits

32,081,861,000

Fdic Zip Branch Count

348

Fdic Zip Top Banks

JPMorgan Chase Bank, National Association

Bank of America, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Census Bachelors Plus Count

8,993

Census Median Home Value

786,000

Census NAICS 523930 Employees

Census Unemployed Count

1,293

Census Zip

06824

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

ONE COMPASS WAYSUITE 120NEWPORT NEWS, VA 23606

Business

ONE COMPASS WAYSUITE 120NEWPORT NEWS, VA 23606

Edgar EIN

541998657

Edgar Recent Filings

D/A2014-07-24 · 0001558286-14-000003

D2014-06-26 · 0001558286-14-000002

Fdic Zip Branches Raw

Citibank, Federal Savings BankFairfield, CT

Webster BankFairfield, CT

Fdic Zip HHI

765.53

Fdic Zip Top Bank Share Pct

17.84

Fdic Zip Year

2025

Rdap Domain Expiration Date

2026-11-09T05:00:00Z

Rdap Domain Last Changed

2025-10-05T05:01:14Z

Rdap Nameservers

Ns-1180.awsdns-19.orgNs-1925.awsdns-48.co.ukNs-272.awsdns-34.comNs-575.awsdns-07.net

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Top Owner CRD

6044187

Wayback Avg Days Between Changes

2.3

Wayback Closest Snapshot Ts

2026-05-19T07:10:57.000Z

Wayback Closest Snapshot Url

http://web.archive.org/web/20260519071057/https://www.compass.com/

Wayback Distinct Digest Count

4,651