Joshua Scott Manifold
Investment adviser representative at Compass Ion Advisors, LLC
14 yearsExperience
2 statesRegistered in
$1.6BFirm assets
13 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
14 years in the industry.
- Keel Point CapitalJan 2023 to now
- Compass Ion Advisors, LLCDec 2012 to now
- Apw Capital, Inc. (formerly Camas)Feb 2012 to Jan 2023
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Compass Ion Advisors, LLC
$1.6BAssets managed
1,204Clients
17Advisers
13 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
- 4628376
- Firm CRD
- 166418