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Est. 2026The front page of wealth managementNew York

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President, Principal and Chief Compliance Officer · Compass ION Advisors, LLC

Matthew D. Kane

CRD 2397223 · Named on Form ADV at one SEC-registered adviser

At a glance

Compass ION Advisors, LLC, an SEC-registered wealth manager based in Conshohocken, PA with $1.6 billion in regulatory assets, lists Matthew D. Kane on its Form ADV as President, Principal and Chief Compliance Officer, a control person.

Firms and roles

  • Compass ION Advisors, LLCPresident, Principal and Chief Compliance OfficerWealth manager · Conshohocken, PA · $1.6B in regulatory assets

AtlasMembers

Matthew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.