Equitycompass Investment Management, Llc

Equitycompass Investment Management, Llc company information, Employees & Contact Information

Updated June 2026

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Equitycompass Investment Management, Llc is a Financial Services company and founded in 2008. It has approximately 8 employees on record. Contact data was last refreshed in June 2026. Find Equitycompass Investment Management, Llc's verified employee emails, phone numbers, headquarters address, and key decision makers below.

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EquityCompass Investment Management, LLC ("EquityCompass") is a registered investment adviser and a wholly owned subsidiary of Stifel Financial Corp. EquityCompass offers a broad range of portfolio strategies based on its research-driven, rules-based investment process, which merges traditional investment theory with quantitative techniques. SMA portfolios and equity-linked instruments based on EquityCompass model portfolios are available primarily through affiliated broker dealer, Stifel, Nicolaus & Company, Incorporated. As of August 30, 2022, EquityCompass provided portfolio strategies with respect to assets of approximately $4.5 billion. Learn more: www.equitycompass.com

Company Details

Employees
8
Founded
2008
Address
One South Street,
Phone
(443) 224-1231
Email
in****@****ass.com
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Website
equitycompass.com
Keywords
Portfolio Management.
HQ
Baltimore, MD
Competitors
Apex Heating & Cooling, Compass Group Equity Partners, Wellington Management, Franklin Templeton, Stifel Financial Corp., Sands Brothers & Co, Compass Equity Partners, Valley Manor Investment Management, 1919 Investment Counsel, Toucan Energy.
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