SourcingSourcing

COMPASS RETIREMENT GROUP LLC

C47
CRD 282420·SEC 801-124696·ST. LOUIS, MO
AUM
$111.9M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$336K
@ 30% margin
Est. Deal Value
$2.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COMPASS RETIREMENT GROUP LLC
CRD
282420
SEC file #
801-124696
EIN
—
DBA names
—

Economics

AUM
$111.9M
AUM band
$100M-$500M
AUM trajectory
'23'26
$100.0M → $111.9M▲ +12%
Client mix
Individuals Other757
Individuals High Net Worth9

Operations

Employees (total)
9
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'23'26
7 advisors → 7 advisors▬ 0%
Primary office
ST. LOUIS MO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
02/23/2026
ADV-W filed at
—
Website
linkedin.com/company/compass-retirement-solutions-llc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MITCHELL, MARVIN, L.
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MITCHELL, MARVIN, L.
SOLANKE, AIRIONNE, RENEE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:compassretirement.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5324636
Trust Company Affiliate
No

People (6)

6
MITCHELL, MARVIN, L.
IAR · Direct Owner · 87.5%
5324636
SOLANKE, AIRIONNE, RENEE
IAR · Executive Officer · 2.5%
6342671
Tamara Andrea Dickerson
IAR
7495661
Poonnasa Corn
IAR
6496012
Devin Riley
IAR
7640942
Dawn Carolyn Abernathy
IAR
6229586