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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

COMPASS ION ADVISORS, LLC

CRD 166418

CONSHOHOCKEN, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:52fba0ec-fa4b-cf0a-26ba-b2abd2075d11

Data as of Sep 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 28
Dated events: 5
On other graphs: 0
Observed: Aug 22, 2013 to Sep 3, 2026
62 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.92 fund_share=0.0 institutional_share=0.08 related_bd=false related_bank=false bd_reps=7.0
Regulatory AUM: $1.6BItem 5.F on the latest filing (2026-09-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.5B
Private client RAUM: $1.5BderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 17
RAUM per advisor: $93.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 24
Advisory employees: 15
Offices: 16Schedule D 1.F, beyond the principal office
Accounts: 3,745
Individual clients: 844
High net worth clients: 333
Custody, client assets: $36.0M
SEC number: 801-78503
CIK: 1621100
CRD: 166418
Filings on the tape: 62
First filed: Aug 22, 2013
Latest filed: Sep 3, 2026
Organised: Limited Liability Company, PA
Website: ionadv.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GEORGE JOSEPH LIMBACH	n/a	CONSHOHOCKEN, PA \| DREXEL HILL, PA	12	27	3	yes
MATTHEW DANIEL KANE	n/a	CONSHOHOCKEN, PA \| MALVERN, PA	12	20	3	yes
JAMES CARL BAIRD	n/a	CONSHOHOCKEN, PA \| NAPLES, FL \| PLYMOUTH MEETING, PA	12	43	3	yes
RICHARD JOHN LIBURDI	Chartered Financial Consultant	ESTERO, FL \| CONSHOHOCKEN, PA	12	43	3	no
CAROL S GANGEWER	n/a	HARLEYSVILLE, PA \| CONSHOHOCKEN, PA	12	33	2	yes
JOSHUA SCOTT MANIFOLD	n/a	WAYNE, PA \| CONSHOHOCKEN, PA	12	22	2	yes
LUKE C. PORTER	Certified Financial Planner	CONSHOHOCKEN, PA \| PHILADELPHIA, PA	8	14	1	yes
GLEN ERIC GANGEWER	n/a	HARLEYSVILLE, PA \| CONSHOHOCKEN, PA	6	17	n/a	no
EVAN JOSEPH HEWITT	Certified Financial Planner	CONSHOHOCKEN, PA \| BRYN MAWR, PA	6	10	n/a	no
MATTHEW CAMERON MCDANIEL	Certified Financial Planner	CONSHOHOCKEN, PA \| KNOXVILLE, TN	4	11	1	no
CHARLES W. MANNING	n/a	CONSHOHOCKEN, PA \| WILMINGTON, DE \| CHADDS FORD, PA	3	40	6	no
MARK JOSEPH MANNING	n/a	CHADDS FORD, PA \| WILMINGTON, DE \| CONSHOHOCKEN, PA	3	32	6	no
TYLER JOSEPH BURNS	Certified Financial Planner	WILMINGTON, DE \| CHADDS FORD, PA \| CONSHOHOCKEN, PA	3	12	n/a	yes
Michael Dogum	Chartered Financial Analyst	CONSHOHOCKEN, PA \| DEVON, PA	2	17	3	no
MICHAEL J. BRIGLIA	Certified Financial Planner\|Personal Financial Specialist	CONSHOHOCKEN, PA \| PHOENIXVILLE, PA \| FERNANDINA BEACH, FL	2	15	1	no
Ryan Donovan	n/a	CONSHOHOCKEN, PA	1	10	n/a	no
Gbarclai Mowenn	Certified Financial Planner	CONSHOHOCKEN, PA	0	10	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MANIFOLD, JOSHUA, SCOTT	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	yes	04/2015	Sep 3, 2026	Sep 3, 2026
KANE, MATTHEW, DANIEL	PRESIDENT, PRINCIPAL AND CHIEF COMPLIANCE OFFICER	D	yes	12/2008	Aug 22, 2013	Oct 14, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
CHADDS FORD	Pa	United States	3	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 13 of 14

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$1.6B	$1.5B	24	15	16	n/a	n/a
2024	Mar 24, 2025	$1.3B	$1.2B	23	15	15	n/a	n/a
2023	Feb 27, 2024	$1.1B	$1.0B	20	13	15	n/a	n/a
2022	Mar 15, 2023	$767M	$708M	15	10	2	n/a	n/a
2021	Feb 14, 2022	$871M	$823M	15	10	2	n/a	n/a
2020	Feb 22, 2021	$749M	$709M	13	9	2	n/a	n/a
2019	Mar 28, 2020	$901M	$868M	15	11	1	n/a	n/a
2018	Mar 26, 2019	$731M	$705M	19	19	1	n/a	n/a
2017	Mar 19, 2018	$673M	$667M	18	18	2	n/a	n/a
2016	Feb 7, 2017	$554M	$554M	18	18	n/a	n/a	n/a
2015	Feb 24, 2016	$572M	$572M	16	16	n/a	n/a	n/a
2014	Mar 16, 2015	$506M	$506M	17	17	n/a	n/a	n/a
2013	Mar 24, 2014	$506M	$506M	15	15	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	3	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.6B	$1.3B	19.5%	$767M	27.4%	24	23	16	15

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
STONECROP WEALTH ADVISORS, LLC	3	Apr 2, 2020	Jan 2, 2020	CONSHOHOCKEN, PA	Team lift out	RIA to new firm	23.1%

Relationships

Registered with (25)

← Gbarclai MowennAdvisorregistration: current employment
Apr 28, 2026 to presentfactForm ADV
← Ryan DonovanAdvisorregistration: current employment
Dec 3, 2024 to presentfactForm ADV
← Michael DogumAdvisorregistration: current employment
Jun 6, 2024 to presentfactForm ADV
← MICHAEL J. BRIGLIAAdvisorregistration: current employment
Jun 6, 2024 to presentfactForm ADV
← TYLER JOSEPH BURNSAdvisorregistration: current employment
Aug 21, 2023 to presentfactForm ADV
← MARK JOSEPH MANNINGAdvisorregistration: current employment
Aug 11, 2023 to presentfactForm ADV
← CHARLES W. MANNINGAdvisorregistration: current employment
Apr 28, 2023 to presentfactForm ADV
← MATTHEW CAMERON MCDANIELAdvisorregistration: current employment
Oct 8, 2021 to presentfactForm ADV
← EVAN JOSEPH HEWITTAdvisorregistration: current employment
Mar 9, 2020 to presentfactForm ADV
← GLEN ERIC GANGEWERAdvisorregistration: current employment
Sep 20, 2019 to presentfactForm ADV
← LUKE C. PORTERAdvisorregistration: current employment
Nov 21, 2017 to presentfactForm ADV
← JOSHUA SCOTT MANIFOLDAdvisorregistration: current employment
Jan 30, 2014 to presentfactForm ADV
← RICHARD JOHN LIBURDIAdvisorregistration: current employment
Jan 27, 2014 to presentfactForm ADV
← CAROL S GANGEWERAdvisorregistration: current employment
Jan 27, 2014 to presentfactForm ADV
← GEORGE JOSEPH LIMBACHAdvisorregistration: current employment
Nov 22, 2013 to presentfactForm ADV
← MATTHEW DANIEL KANEAdvisorregistration: current employment
Nov 22, 2013 to presentfactForm ADV
← JAMES CARL BAIRDAdvisorregistration: current employment
Nov 22, 2013 to presentfactForm ADV
← Stephen McKim EllikerAdvisorregistration: previous registration
Nov 24, 2020 to Jan 4, 2021factForm ADV
← Gregory Harrison ReifAdvisorregistration: previous registration
Jun 27, 2018 to Dec 15, 2020factForm ADV
← DOUGLAS ROBYN MACGRAYAdvisorregistration: previous registration
Nov 27, 2013 to Apr 2, 2020factForm ADV
← CASSANDRA QUEENAdvisorregistration: previous registration
Mar 12, 2018 to Apr 2, 2020factForm ADV
← Logan Daniel MacGrayAdvisorregistration: previous registration
Feb 22, 2018 to Apr 2, 2020factForm ADV
← WILLIAM JAMES ARTZEROUNIANAdvisorregistration: previous registration
Apr 30, 2018 to Jul 22, 2019factForm ADV
← BENJAMIN MONROE DOURTEAdvisorregistration: previous registration
Jan 27, 2014 to Sep 19, 2018factForm ADV
← Justin Albert HarveyAdvisorregistration: previous registration
Jan 27, 2014 to Oct 4, 2017factForm ADV

Controls (2)

← KANE, MATTHEW, DANIELOwnerPRESIDENT, PRINCIPAL AND CHIEF COMPLIANCE OFFICER, ownership code D, individual
Aug 22, 2013 to Oct 14, 2024factForm ADV
← MANIFOLD, JOSHUA, SCOTTOwnerSENIOR VICE PRESIDENT AND MANAGING MEMBER, ownership code C, individual
Apr 6, 2015 to Oct 14, 2024factForm ADV

Moved with (1)

→ STONECROP WEALTH ADVISORS, LLCRegistered adviser3 advisors, team lift out, same day
Apr 2, 2020 to Jan 2, 2020factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Feb 27, 2024
Regulatory AUM changed
Compass Ion Advisors, Llc reported RAUM $1.1B, up 42% from $767.1M (2023-09-12 to 2024-02-27)
Form ADVobserved 4 days ago
$323M
Occurred
Apr 30, 2021
Control person left
Joseph George Limbach (Senior Vice President And Managing Member) no longer on Schedule A of Compass Ion Advisors, Llc (listed 2021-02-22, absent 2021-04-30)
Form ADVobserved 4 days ago
Occurred
Feb 18, 2020
Control person left
Robyn Douglas Macgray (Principal, Managing Member, Senior Vice President Financial Planning, And Chief Compliance Officer) no longer on Schedule A of Compass Ion Advisors, Llc (listed 2019-09-27, absent 2020-02-18)
Form ADVobserved 4 days ago
Occurred
Aug 22, 2013
First Form ADV filing
Compass Ion Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Sep 12, 2023
Compass Ion Advisors, Llc reported 15 offices beyond its principal office, up from 3 (2023-07-17 to 2023-09-12)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:52fba0ec-fa4b-cf0a-26ba-b2abd2075d11
First observed: Aug 22, 2013
Last observed: Sep 3, 2026 16 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

COMPASS ION ADVISORS, LLC

CRD 166418

CONSHOHOCKEN, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:52fba0ec-fa4b-cf0a-26ba-b2abd2075d11

Data as of Sep 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:54 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GEORGE JOSEPH LIMBACH

n/a

CONSHOHOCKEN, PA | DREXEL HILL, PA

yes

MATTHEW DANIEL KANE

n/a

CONSHOHOCKEN, PA | MALVERN, PA

yes

JAMES CARL BAIRD

n/a

CONSHOHOCKEN, PA | NAPLES, FL | PLYMOUTH MEETING, PA

yes

RICHARD JOHN LIBURDI

Chartered Financial Consultant

ESTERO, FL | CONSHOHOCKEN, PA

CAROL S GANGEWER

n/a

HARLEYSVILLE, PA | CONSHOHOCKEN, PA

yes

JOSHUA SCOTT MANIFOLD

n/a

WAYNE, PA | CONSHOHOCKEN, PA

yes

LUKE C. PORTER

Certified Financial Planner

CONSHOHOCKEN, PA | PHILADELPHIA, PA

yes

GLEN ERIC GANGEWER

n/a

HARLEYSVILLE, PA | CONSHOHOCKEN, PA

n/a

EVAN JOSEPH HEWITT

Certified Financial Planner

CONSHOHOCKEN, PA | BRYN MAWR, PA

n/a

MATTHEW CAMERON MCDANIEL

Certified Financial Planner

CONSHOHOCKEN, PA | KNOXVILLE, TN

CHARLES W. MANNING

n/a

CONSHOHOCKEN, PA | WILMINGTON, DE | CHADDS FORD, PA

MARK JOSEPH MANNING

n/a

CHADDS FORD, PA | WILMINGTON, DE | CONSHOHOCKEN, PA

TYLER JOSEPH BURNS

Certified Financial Planner

WILMINGTON, DE | CHADDS FORD, PA | CONSHOHOCKEN, PA

n/a

yes

Michael Dogum

Chartered Financial Analyst

CONSHOHOCKEN, PA | DEVON, PA

MICHAEL J. BRIGLIA

Certified Financial Planner|Personal Financial Specialist

CONSHOHOCKEN, PA | PHOENIXVILLE, PA | FERNANDINA BEACH, FL

Ryan Donovan

n/a

CONSHOHOCKEN, PA

n/a

Gbarclai Mowenn

Certified Financial Planner

CONSHOHOCKEN, PA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MANIFOLD, JOSHUA, SCOTT

SENIOR VICE PRESIDENT AND MANAGING MEMBER

yes

04/2015

Sep 3, 2026

KANE, MATTHEW, DANIEL

PRESIDENT, PRINCIPAL AND CHIEF COMPLIANCE OFFICER

yes

12/2008

Aug 22, 2013

Oct 14, 2024

City

State

Country

Employees

Also broker-dealer

CHADDS FORD

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$1.6B

$1.5B

n/a

2024

Mar 24, 2025

$1.3B

$1.2B

n/a

2023

Feb 27, 2024

$1.1B

$1.0B

n/a

2022

Mar 15, 2023

$767M

$708M

n/a

2021

Feb 14, 2022

$871M

$823M

n/a

2020

Feb 22, 2021

$749M

$709M

n/a

2019

Mar 28, 2020

$901M

$868M

n/a

2018

Mar 26, 2019

$731M

$705M

n/a

2017

Mar 19, 2018

$673M

$667M

n/a

2016

Feb 7, 2017

$554M

n/a

2015

Feb 24, 2016

$572M

n/a

2014

Mar 16, 2015

$506M

n/a

2013

Mar 24, 2014

$506M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.6B

$1.3B

19.5%

$767M

27.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

STONECROP WEALTH ADVISORS, LLC

Apr 2, 2020

Jan 2, 2020

CONSHOHOCKEN, PA

Team lift out

RIA to new firm

23.1%