Principal · Compass Investments LLC
Olivia S. Knecht
CRD 7339512 · Named on Form ADV at one SEC-registered adviser
At a glance
Compass Investments LLC, an SEC-registered wealth manager based in Pittsburgh, PA with $93 million in regulatory assets, lists Olivia S. Knecht on its Form ADV as Principal, a control person.
Firms and roles
- Compass Investments LLCPrincipalWealth manager · Pittsburgh, PA · $93M in regulatory assets
AtlasMembers
Olivia’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
- Ryan C. OakesChief Compliance Officer, Compass Investments LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Olivia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.