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George Joseph Limbach

COMPASS ION ADVISORS
CONSHOHOCKEN, PA
·CRD# 1908368·37 years experience

Professional Summary

George Joseph Limbach is a registered financial advisor currently at COMPASS ION ADVISORS, LLC located in Conshohocken, Pennsylvania and KEEL POINT CAPITAL, LLC located in Conshohocken, Pennsylvania. George is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. George has worked at 8 firms and has passed the Series 65, Series 66, SIE, Series 7 and Series 6 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Email

xxxxx@xxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

37 years in the financial services industry

Current & Past Employments

COMPASS ION ADVISORS, LLC·CRD# 166418
RIA
1. 300 Conshohocken State Road Suite 230, Conshohocken, PA 194282. Bryn Mawr, PA
November 22, 2013 - Present
KEEL POINT CAPITAL, LLC·CRD# 6769
BD
300 Conshohocken State Road #230, Conshohocken, PA 19428
January 6, 2023 - Present
EGE ADVISORS, LTD.·CRD# 113625
RIA
King Of Prussia, PA
January 7, 2009 - December 5, 2009
COMPREHENSIVE CAPITAL MANAGEMENT, INC.·CRD# 119890
RIA
Totowa, NJ
December 2, 2008 - January 29, 2014
APW CAPITAL, INC.·CRD# 43814
BD
West Conshohocken, PA
December 2, 2008 - January 13, 2023
EGE ADVISORS, LTD.·CRD# 113625
RIA
King Of Prussia, PA
September 7, 2001 - December 31, 2008
EMERGING GROWTH EQUITIES, LTD.·CRD# 47040
BD
King Of Prussia, PA
July 13, 2001 - December 31, 2008
INVESTEC INC.·CRD# 18553
BD
New York, NY
January 4, 1999 - July 24, 2001
HORNOR, TOWNSEND & KENT, LLC·CRD# 4031
BD
Conshohocken, PA
January 9, 1989 - January 7, 1999

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Current Firm

CI
COMPASS ION ADVISORS, LLC

COMPASS ION ADVISORS, LLC

CRD#: 166418 / SEC#: 801-78503
RIA
Registered Investment Advisory firm - SEC (8/30/2013 Approved)

Contact Information

Main Address

300 Conshohocken State Road Suite 230, Conshohocken, PA 19428

Phone Number

(610) 228-2200

# of Employees

24

SEC notice filing (22 States and Territories)

Registered to provide investment advisory services in 22 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

08 18 2026 CIA FORM ADV PART 2A FINAL (8/18/2026)

Regulatory Assets Under Management

Total Number of Accounts

3,745

AUM (Assets Under Management)

$1,586,830,325

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
02/17/2026Cover PageReport
10/07/2024Cover PageReport
04/17/2024Cover PageReport
12/22/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1.) NAME OF OBA: ST. MARY MAGDALENE COMMUNITY; ADDRESS OF OBA: DREXEL HILL, PA 19026; NATURE: CHURCH COMMUNITY; INVESTMENT RELATED: NO; TITLE WITH OBA: TREASURER; DUTIES: COLLECT RECEIPTS, PAY BILLS, MAINTAIN BOOKS AND PROVIDE FINANCIAL REPORTS; START DATE: 08/2015; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: PAR-RECYCLE WORKS; ADDRESS OF OBA: PHILADELPHIA, PA 19144; NATURE: NOT FOR PROFIT ORGANIZATION PROVIDING EMPLOYMENT TO EX-OFFENDERS BY RECYCLING OBSOLETE ELECTRONICS; INVESTMENT RELATED: NO; TITLE WITH OBA: PRESIDENT / BOARD CHAIR; DUTIES: OVERSIGHT OF BOARD AND FUNDRAISING; START DATE: 11/26/2014; APPROX. NUMBER OF HOURS/MONTH: 10; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (3.) NAME OF OBA: THE JAZZ SANTUARY; ADDRESS OF OBA: PHILADELPHIA, PA 19130; NATURE: NON-PROFIT MUSIC ORGANIZATION; INVESTMENT RELATED: NO; TITLE WITH OBA: BOARD MEMBER; DUTIES: ATTEND BOARD MEETINGS, PROVIDE ORGANIZATIONAL GUIDANCE; START DATE: 01/2018; APPROX. NUMBER OF HOURS/MONTH: 1-2; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (4.) NAME OF OBA: MISSIONARY SISTERS OF THE HOLY ROSARY; ADDRESS OF OBA: BRYN MAWR, PA 19101; NATURE: INVESTMENT COMMITTEE; INVESTMENT RELATED: YES; TITLE WITH OBA: INVESTMENT COMMITTEE MEMBER; DUTIES: REVIEW AND EVALUATE ACTIVITIES OF THE INVESTMENT ADVISOR AND REVIEW THEIR RECOMMENDATIONS AND PROVIDE APPROVAL AS APPROPRIATE; START DATE: 03/01/2023; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0;

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
COMPASS ION ADVISORS, LLC

COMPASS ION ADVISORS, LLC

CRD#: 166418 / SEC#: 801-78503
RIA
Registered Investment Advisory firm - SEC (8/30/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Delaware
(1/6/2023)
RR
Maryland
(1/6/2023)
RR
Massachusetts
(1/13/2023)
RR
New York
(1/6/2023)
IAR
Pennsylvania
(11/22/2013)
RR
Pennsylvania
(1/13/2023)
IAR
Texas
(11/23/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 2007About the Series 65 exam

Series 66 — Uniform Combined State Law Examination

Passed Feb 1999About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jan 1999About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jan 1989About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view George Joseph Limbach's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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