Brian Taylor
Compass Capital Investments · Fincastle, Virginia
Brian Taylor is a fee-only financial advisor at Compass Capital Investments in Fincastle, Virginia. Compass Capital Investments reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Compass Capital Investments |
|---|---|
| Based in | Fincastle, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $14.6M across 151 accounts |
| SEC registration | Investment adviser representative in CA, GA, TX, VA · CRD 7288167 |
| Exams passed | Series 65 (2020) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Profile |
How Brian's firm compares
- Compass Capital Investments's average account is about $96,000, from its Form ADV (assets managed divided by 151 accounts).
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Questions about Brian
Is Brian Taylor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Compass Capital Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Compass Capital Investments, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Taylor based?
Brian Taylor is based in Fincastle, Virginia.
Is Brian Taylor registered with the SEC?
Yes. Brian Taylor is registered as an investment adviser representative in CA, GA, TX and VA (CRD 7288167), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Compass Capital Investments manage?
Compass Capital Investments reports $14.6M across 151 accounts in assets under management.
How do I contact Brian Taylor?
Contact details aren't on file yet. Search for Compass Capital Investments.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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