Olivia Knecht
Compass Investments · Pittsburgh, Pennsylvania
Olivia Knecht is a fee-only financial advisor at Compass Investments in Pittsburgh, Pennsylvania. Compass Investments reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Compass Investments |
|---|---|
| Based in | Pittsburgh, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $93.2M across 418 accounts |
| SEC registration | Investment adviser representative in PA · CRD 7339512 |
| Exams passed | Series 65 (2021) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.compassinvestmentsllc.com |
| Profile |
How Olivia's firm compares
- Compass Investments's average account is about $223,000, from its Form ADV (assets managed divided by 418 accounts).
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Questions about Olivia
Is Olivia Knecht a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Olivia holds no broker registration, and Compass Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Olivia charge for financial advice?
Olivia's firm, Compass Investments, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Olivia Knecht based?
Olivia Knecht is based in Pittsburgh, Pennsylvania.
Is Olivia Knecht registered with the SEC?
Yes. Olivia Knecht is registered as an investment adviser representative in PA (CRD 7339512), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Compass Investments manage?
Compass Investments reports $93.2M across 418 accounts in assets under management.
How do I contact Olivia Knecht?
Through Olivia's website, www.compassinvestmentsllc.com.
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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