Chief Compliance Officer

0001765380-23-000004.txt : 20230206 0001765380-23-000004.hdr.sgml : 20230206 20230206140508 ACCESSION NUMBER: 0001765380-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230206 DATE AS OF CHANGE: 20230206 EFFECTIVENESS DATE: 20230206 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: 23589792 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 X0202 13F-HR LIVE false true false 0001913221 XXXXXXXX 12-31-2022 12-31-2022 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 02-06-2023 0 126 74200 false INFORMATION TABLE 2 Compass13F4Q2022.xml ABBVIE INC COM 00287Y109 941318 5825 SH SOLE 0 0 0 5825 ALPHABET INC CAP STK CL C 02079K107 873547 9845 SH SOLE 0 0 0 9845 ALPHABET INC CAP STK CL A 02079K305 577024 6540 SH SOLE 0 0 0 6540 ALTRIA GROUP INC COM 02209S103 379354 8299 SH SOLE 0 0 0 8299 AMAZON COM INC COM 023135106 937440 11160 SH SOLE 0 0 0 11160 APPLE INC COM 037833100 2834968 21819 SH SOLE 0 0 0 21819 AT&T INC COM 00206R102 850771 46212 SH SOLE 0 0 0 46212 BANK AMERICA CORP COM 060505104 232024 7006 SH SOLE 0 0 0 7006 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 249900 809 SH SOLE 0 0 0 809 BLACKSTONE INC COM 09260D107 568592 7664 SH SOLE 0 0 0 7664 BP PLC SPONSORED ADR 055622104 225229 6448 SH SOLE 0 0 0 6448 BRISTOL-MYERS SQUIBB CO COM 110122108 1474971 20500 SH SOLE 0 0 0 20500 CATERPILLAR INC COM 149123101 310933 1298 SH SOLE 0 0 0 1298 CHEVRON CORP NEW COM 166764100 1467395 8175 SH SOLE 0 0 0 8175 CHEWY INC CL A 16679L109 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