Austin Gray Lowder
Investment adviser representative at Compass Financial Management LLC
8 yearsExperience
1 stateRegistered in
$893.8MFirm assets
6 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
8 years in the industry.
- Compass Financial Management LLCAug 2024 to now
- Wake Forest UniversityMay 2023 to now
- Gasparilla Tennis ClubMay 2024 to Jul 2024
- The Ups StoreMay 2021 to Aug 2022
- PublixOct 2019 to Mar 2020
- Lemon Bay High SchoolMay 2019 to May 2023
- Florida Soccer RefereesSep 2018 to Dec 2023
- La Ainger Middle SchoolMay 2016 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Compass Financial Management LLC
$893.8MAssets managed
2,228Clients
45Advisers
6 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
- 7958752
- Firm CRD
- 156345