Omar J Mian
Investment adviser representative at Compass Capital Corporation
21 yearsExperience
1 stateRegistered in
$695.5MFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Compass Securities CorpJun 2008 to now
- Compass Capital CorporationJul 2005 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (MA).
Compass Capital Corporation
$695.5MAssets managed
1,318Clients
11Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4438665
- Firm CRD
- 112323