Beau
Davis

Compass Wealth Management, LLC

CRD#2829250
Investment Advisor
in Atlanta, GA
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About this Advisor

Beau Davis is a certified financial planner who works out of Atlanta, Georgia, who has 15 years of work experience. Davis is on the advisory team at Compass Wealth Management, LLC. Throughout their career, they have worked at Triad Advisors Inc, Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Compass Wealth Management LLC and Purshe Kaplan Sterling Investments. Davis holds a Series 63 license, designating them as a securities broker, and can work in Georgia. Compass Wealth Management, LLC is a registered investment firm that has its headquarters in Atlanta, Georgia. It controls $185 million in assets between its 876 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 876 client accounts, just 8% belong to high-net-worth clients who have greater than $1 million in assets. The advisory firm performs a few services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules largely vary depending on which services are provided. Fee types charged by Compass Wealth Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

3340 Peachtree Rd. Suite 620
Atlanta, GA 30326

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Compass Wealth Management, LLC Brokerage Details

Total Assets Under Management

$187,428,000

GA Average: $3,570,121,308
Total Number of Employees

3

GA Average: 58
Total Number of Accounts

890

GA Average: 1,608
Average Account Size

$210,593

GA Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Beau Davis Work History

Beau has 15 years of experience.

2012 - Present (7 years)

Purshe Kaplan Sterling Investments

2011 - Present (8 years)

Triad Advisors Inc

2011 - Present (8 years)

Compass Wealth Management LLC

2009 - 2011 (2 years)

Morgan Stanley Smith Barney

2003 - 2011 (8 years)

Citigroup Global Markets Inc

Disclosures

Beau Davis has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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