Chief Compliance Officer

0001765380-22-000119.txt : 20220808 0001765380-22-000119.hdr.sgml : 20220808 20220808111129 ACCESSION NUMBER: 0001765380-22-000119 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220808 DATE AS OF CHANGE: 20220808 EFFECTIVENESS DATE: 20220808 FILER: COMPANY DATA: COMPANY CONFORMED NAME: COMPASS FINANCIAL ADVISORS LLC CENTRAL INDEX KEY: 0001913221 IRS NUMBER: 352045037 STATE OF INCORPORATION: IN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22327 FILM NUMBER: 221143138 BUSINESS ADDRESS: STREET 1: 9933 DUPONT CIRCLE DRIVE WEST STREET 2: SUITE 100 CITY: FORT WAYNE STATE: IN ZIP: 46825 BUSINESS PHONE: 260-490-7878 MAIL ADDRESS: STREET 1: 9933 DUPONT CIRCLE DRIVE WEST STREET 2: SUITE 100 CITY: FORT WAYNE STATE: IN ZIP: 46825 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001913221 XXXXXXXX 06-30-2022 06-30-2022 COMPASS FINANCIAL ADVISORS LLC

9933 DUPONT CIRCLE DRIVE WEST SUITE 100 FORT WAYNE IN 46825

13F HOLDINGS REPORT 028-22327 N Jonathan Kasting Chief Compliance Officer 513.977.8234 Jonathan G. Kasting Cincinnati OH 08-08-2022 0 125 73348 false INFORMATION TABLE 2 CompassFinancialAdvisors_13f.xml ABBVIE INC COM 00287Y109 1004 6552 SH SOLE 0 0 0 6552 AIRBNB INC COM CL A 009066101 383 4300 SH SOLE 0 0 0 4300 ALPHABET INC CAP STK CL C 02079K107 1006 460 SH SOLE 0 0 0 460 ALPHABET INC CAP STK CL A 02079K305 713 327 SH SOLE 0 0 0 327 ALTRIA GROUP INC COM 02209S103 336 8037 SH SOLE 0 0 0 8037 AMAZON COM INC COM 023135106 1271 11970 SH SOLE 0 0 0 11970 ANNALY CAPITAL MANAGEMENT IN COM 035710409 110 18553 SH SOLE 0 0 0 18553 APPLE INC COM 037833100 2983 21822 SH SOLE 0 0 0 21822 AT&T INC COM 00206R102 570 27191 SH SOLE 0 0 0 27191 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 235 859 SH SOLE 0 0 0 859 BIOHAVEN PHARMACTL HLDG CO L COM G11196105 387 2653 SH SOLE 0 0 0 2653 BK OF AMERICA CORP COM 060505104 219 7029 SH SOLE 0 0 0 7029 BLACKSTONE INC COM 09260D107 409 4484 SH SOLE 0 0 0 4484 BOEING CO COM 097023105 253 1847 SH SOLE 0 0 0 1847 BRISTOL-MYERS SQUIBB CO COM 110122108 1609 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