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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

COMPASS WEALTH

COMPASS RETIREMENT GROUP LLC, CRD 282420

ST. LOUIS, MO

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:eefefba0-6365-564b-b511-451e1ed9fb89

Data as of Aug 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 12
On other graphs: 0
Observed: Mar 22, 2022 to Aug 28, 2026
19 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=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $112MItem 5.F on the latest filing (2026-08-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $112M
Private client RAUM: $112MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $16.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 7
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 939
Individual clients: 757
High net worth clients: 9
Custody, client assets: $1.1M
SEC number: 801-124696
CRD: 282420
Filings on the tape: 19
First filed: Mar 22, 2022
Latest filed: Aug 28, 2026
Organised: Limited Liability Company, MO
Website: compasswealth.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
MARVIN L. MITCHELL	n/a	ST. LOUIS, MO	10	19	4	no
AIRIONNE RENEE SOLANKE	Certified Financial Planner	ST LOUIS, MO \| ST. LOUIS, MO	8	10	1	no
Tamara Andrea Dickerson	n/a	ST. LOUIS, MO	4	19	n/a	no
Poonnasa Corn	Certified Financial Planner	ST. LOUIS, MO	0	11	1	no
Vincent Buttaro	n/a	Topeka, KS \| ST. LOUIS, MO	0	12	3	no
Tracy Lynn Sullivan	n/a	ST. LOUIS, MO	0	12	1	no
Dossie Jennings	n/a	ST. LOUIS, MO	0	16	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
MITCHELL, MARVIN, L.	MANAGING MEMBER	E	yes	11/2015	Mar 22, 2022	Dec 13, 2024
SOLANKE, AIRIONNE, RENEE	CHIEF COMPLIANCE OFFICER	Na	no	05/2024	Jun 5, 2024	Dec 13, 2024

Offices

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

City	State	Country	Employees	Also broker-dealer
Atlanta	Ga	United States	3	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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 23, 2026	$112M	$112M	9	7	1	n/a	n/a
2024	Mar 12, 2025	$93.5M	$93.5M	9	6	1	n/a	n/a
2023	Mar 28, 2024	$99.4M	$99.4M	6	3	1	n/a	n/a
2022	Mar 7, 2023	$85.6M	$85.6M	18	7	1	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
5	3	2	42.9%	2	0	0	8	8

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	$112M	$93.5M	19.6%	$85.6M	9.3%	9	9	1	1

Relationships

Registered with (19)

← Dossie JenningsAdvisorregistration: current employment
Sep 7, 2026 to presentfactForm ADV
← Tracy Lynn SullivanAdvisorregistration: current employment
Jul 22, 2026 to presentfactForm ADV
← Vincent ButtaroAdvisorregistration: current employment
May 22, 2026 to presentfactForm ADV
← Poonnasa CornAdvisorregistration: current employment
Feb 27, 2026 to presentfactForm ADV
← Tamara Andrea DickersonAdvisorregistration: current employment
Apr 29, 2022 to presentfactForm ADV
← AIRIONNE RENEE SOLANKEAdvisorregistration: current employment
Dec 22, 2017 to presentfactForm ADV
← MARVIN L. MITCHELLAdvisorregistration: current employment
Feb 22, 2016 to presentfactForm ADV
← Dawn Carolyn AbernathyAdvisorregistration: previous registration
May 12, 2026 to Jun 10, 2026factForm ADV
← Ronald DeVriesAdvisorregistration: previous registration
Mar 27, 2025 to Apr 20, 2026factForm ADV
← Stephen Michael ChanezAdvisorregistration: previous registration
May 1, 2024 to Dec 8, 2025factForm ADV
← CATHERINE HARSTICKAdvisorregistration: previous registration
Apr 23, 2024 to Dec 11, 2024factForm ADV
← Thomas C ElderAdvisorregistration: previous registration
Jul 25, 2019 to Mar 5, 2024factForm ADV
← MARK D KAPLANAdvisorregistration: previous registration
Mar 8, 2021 to Feb 1, 2024factForm ADV
← DARRELL SPRINGERAdvisorregistration: previous registration
Aug 7, 2023 to Nov 3, 2023factForm ADV
← Steven Michael LeonardAdvisorregistration: previous registration
Dec 6, 2020 to Sep 22, 2023factForm ADV
← LaVaisha DavisAdvisorregistration: previous registration
May 19, 2022 to Jul 21, 2023factForm ADV
← DAVID S RYANAdvisorregistration: previous registration
Jan 25, 2019 to Jul 17, 2019factForm ADV
← PATRICK M RITTERAdvisorregistration: previous registration
Feb 1, 2019 to May 29, 2019factForm ADV
← Justin C RueterAdvisorregistration: previous registration
Dec 19, 2018 to Feb 28, 2019factForm ADV

Controls (1)

← MITCHELL, MARVIN, L.OwnerMANAGING MEMBER, ownership code E, individual
Mar 22, 2022 to Dec 13, 2024factForm ADV

Owns (1)

← SOLANKE, AIRIONNE, RENEEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 5, 2024 to Dec 13, 2024factForm ADV

Dated events

Occurred
Jun 10, 2026
Advisor changed firm
Dawn Carolyn Abernathy left Compass Wealth for Core Planning (registered 2026-06-29)
Form ADVobserved 4 days ago
Occurred
Apr 20, 2026
Advisor changed firm
Ronald Devries left Compass Wealth for J.P. Morgan Securities Llc (registered 2026-05-29)
Form ADVobserved 4 days ago
Occurred
Dec 8, 2025
Advisor changed firm
Stephen Michael Chanez left Compass Wealth for Citigroup Global Markets Inc. (registered 2025-12-08)
Form ADVobserved 4 days ago
Occurred
Dec 11, 2024
Advisor changed firm
Catherine Harstick left Compass Wealth for Valic Financial Advisors, Inc. (registered 2024-12-12)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2024
Control person left
Lee Robert Hopkins (Chief Compliance Officer) no longer on Schedule A of Compass Wealth (listed 2024-02-05, absent 2024-03-28)
Form ADVobserved 4 days ago
Occurred
Mar 5, 2024
Advisor changed firm
Thomas C Elder left Compass Wealth for Foundations Investment Advisors Llc (registered 2024-03-14)
Form ADVobserved 4 days ago
Occurred
Feb 1, 2024
Advisor changed firm
Mark D Kaplan left Compass Wealth for Park Avenue Securities Llc (registered 2024-05-06)
Form ADVobserved 4 days ago
Occurred
Nov 3, 2023
Advisor changed firm
Darrell Springer left Compass Wealth for Cetera Investment Advisers Llc (registered 2024-02-29)
Form ADVobserved 4 days ago
Occurred
Sep 22, 2023
Advisor changed firm
Steven Michael Leonard left Compass Wealth for Edward Jones (registered 2023-10-13)
Form ADVobserved 4 days ago
Occurred
Jul 21, 2023
Advisor changed firm
Lavaisha Davis left Compass Wealth for Ell Wess Advisors (registered 2024-06-17)
Form ADVobserved 4 days ago
Occurred
Oct 26, 2022
Control person joined
Lee Robert Hopkins (Chief Compliance Officer) appeared on Schedule A of Compass Wealth
Form ADVobserved 4 days ago
Occurred
Mar 22, 2022
First Form ADV filing
Compass Retirement Group Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eefefba0-6365-564b-b511-451e1ed9fb89
First observed: Mar 22, 2022
Last observed: Aug 28, 2026 22 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 WEALTH

COMPASS RETIREMENT GROUP LLC, CRD 282420

ST. LOUIS, MO

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:eefefba0-6365-564b-b511-451e1ed9fb89

Data as of Aug 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:37 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MARVIN L. MITCHELL

n/a

ST. LOUIS, MO

AIRIONNE RENEE SOLANKE

Certified Financial Planner

ST LOUIS, MO | ST. LOUIS, MO

Tamara Andrea Dickerson

n/a

ST. LOUIS, MO

n/a

Poonnasa Corn

Certified Financial Planner

ST. LOUIS, MO

Vincent Buttaro

n/a

Topeka, KS | ST. LOUIS, MO

Tracy Lynn Sullivan

n/a

ST. LOUIS, MO

Dossie Jennings

n/a

ST. LOUIS, MO

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MITCHELL, MARVIN, L.

MANAGING MEMBER

yes

11/2015

Mar 22, 2022

Dec 13, 2024

SOLANKE, AIRIONNE, RENEE

CHIEF COMPLIANCE OFFICER

05/2024

Jun 5, 2024

Dec 13, 2024

City

State

Country

Employees

Also broker-dealer

Atlanta

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 23, 2026

$112M

n/a

2024

Mar 12, 2025

$93.5M

n/a

2023

Mar 28, 2024

$99.4M

n/a

2022

Mar 7, 2023

$85.6M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

42.9%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$112M

$93.5M

19.6%

$85.6M

9.3%