Virginia Barkett
Compass Capital Investments · Fincastle, Virginia
Virginia Barkett 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, FL, GA, NV, TX, VA · CRD 5502927 |
| Exams passed | Series 65 (2017) |
| Firm size | 3 employees |
| Disclosures | None reported |
How Virginia'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 Virginia
Is Virginia Barkett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Virginia 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 Virginia charge for financial advice?
Virginia's firm, Compass Capital Investments, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Virginia Barkett based?
Virginia Barkett is based in Fincastle, Virginia.
Is Virginia Barkett registered with the SEC?
Yes. Virginia Barkett is registered as an investment adviser representative in CA, FL, GA, NV, TX and VA (CRD 5502927), 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 Virginia Barkett?
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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