Luke C. Porter

COMPASS ION ADVISORS

Conshohocken, PA 19428

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CRD#: 6059485

Professional summary

Luke C. Porter, CFP®, who also goes by Luke C Porter, Luke Christian Porter, Luke Porter, is a registered financial advisor currently at COMPASS ION ADVISORS, LLC located in Conshohocken, Pennsylvania and KEEL POINT CAPITAL, LLC located in Conshohocken, Pennsylvania.

Luke is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Luke has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Luke C Porter | Luke Christian Porter | Luke Porter

Other business activities

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: DRAKE, LEHNER AND MORGAN, LLC; ADDRESS OF OBA: BURLINGTON, NJ; NATURE: INSURANCE COMPANY; INVESTMENT RELATED: NO; TITLE WITH OBA: SALES OF FIXED INSURANCE; DUTIES: SERVICE EXISTING CLIENTS AND FIND NEW CLIENTS; START DATE: 11/01/2017; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: THE DIVORCE RECOVERY CENTER; ADDRESS OF OBA: DOYLESTOWN, PA 18901; NATURE: NON-PROFIT HELPING INDIVIDUALS GOING THROUGH DIVORCE OR AFTER DIVORCE; INVESTMENT RELATED: NO; TITLE WITH OBA: INTERIM BOARD CHAIR; DUTIES: HELPING TO FACILITATE MEETINGS TO PROGRESS THE WORK OF THE NON-PROFIT UNTIL THEY CAN FIND A FULL-TIME BOARD CHAIR; START DATE: 09/01/2022; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Luke C. Porter's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

November 21, 2017 - Present

COMPASS ION ADVISORS, LLC

Office #1: 300 Conshohocken State Road Suite 230, Conshohocken, PA 19428

RIA

CRD#: 166418

Conshohocken, PA

Current

January 4, 2023 - Present

KEEL POINT CAPITAL, LLC

Office #1: 300 Conshohocken State Road #230, Conshohocken, PA 19428

CRD#: 6769

Conshohocken, PA

Past

December 1, 2017 - January 12, 2023

APW CAPITAL, INC.

CRD#: 43814

WEST CONSHOHOCKEN, PA

Past

August 27, 2012 - November 2, 2017

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

BALA CYNWYD, PA

Past

July 18, 2012 - November 2, 2017

EQUITABLE ADVISORS, LLC

CRD#: 6627

BALA CYNWYD, PA

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".

COMPASS ION ADVISORS, LLC

CRD#: 166418 / SEC#: 801-78503

RIA

Registered Investment Advisory firm - (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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Indiana
(1/12/2023)

New Jersey
(1/4/2023)

New York
(1/4/2023)

Ohio
(1/12/2023)

IAR

Pennsylvania
(11/21/2017)

Pennsylvania
(1/12/2023)

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

State Security Law Exam

IAR

Series 66

Date: 8/24/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/17/2012

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

COMPASS ION ADVISORS, LLC

CRD#: 166418 / SEC#: 801-78503

RIA

Registered Investment Advisory firm - (8/30/2013 Approved)

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Contact information

Main Address

300 Conshohocken State Road Suite 230, Conshohocken, PA 19428

Mailing Address

Phone number

(610) 228-2200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

07 31 2025 CIA FORM ADV PART 2A FINAL (7/31/2025)

Regulatory assets under management

Total Number of Accounts	3,547
AUM (Assets Under Management)	$ 1,328,104,988

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/07/2024	Cover Page	Report
04/17/2024	Cover Page	Report
12/22/2023	Cover Page	Report

Red Flags

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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Advisor Monitoring

Firm Stability Insights

Luke C. Porter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Luke C. Porter's CRS (Customer Relationship Summary).

Certified licenses

Experience

KEEL POINT CAPITAL, LLC

APW CAPITAL, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

COMPASS ION ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/24/2012

SIE

Date: 10/1/2018

Series 7

Date: 7/17/2012

FINRA

Current Firm

COMPASS ION ADVISORS, LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

COMPASS ION ADVISORS, LLC

TRUST BUT VERIFY

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