Matthew C. Mcdaniel

COMPASS ION ADVISORS

POWELL, TN

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CRD#: 6726877

Professional summary

Matthew Cameron Mcdaniel, who also goes by Matthew Mcdaniel, is a registered financial advisor currently at COMPASS ION ADVISORS, LLC located in Powell, Tennessee.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Matthew has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Mcdaniel

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: MCDANIEL TAX ADVISORY LLC; ADDRESS OF OBA: POWELL, TN 37849; NATURE: TAX PREPARATION AND TAX PLANNING; INVESTMENT RELATED: NO; TITLE WITH OBA: TAX PREPARER AND PLANNER; DUTIES: TAX PREPARATION AND TAX PLANNING; START DATE: 01/01/2019; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: FIDUCIARY ADVISOR SUPPOT LLC; ADDRESS OF OBA: POWELL, TN 37849; NATURE: OUTSOURCED FINANCIAL PLANNING; INVESTMENT RELATED: YES; TITLE WITH OBA: FINANCIAL PLANNER; DUTIES: FINANCIAL PLANNING; START DATE: 09/01/2018; 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 Matthew Cameron Mcdaniel'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®

None

Experience

Current

October 8, 2021 - Present

COMPASS ION ADVISORS, LLC

RIA

CRD#: 166418

POWELL, TN

Past

September 8, 2017 - July 18, 2022

VISION FINANCIAL CONSULTING

RIA

CRD#: 289825

POWELL, TN

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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(10/12/2021)

IAR

Tennessee
(10/12/2021)

IAR

Texas
(10/8/2021)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/8/2017

Uniform Investment Adviser Law Examination

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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Matthew C. Mcdaniel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Cameron Mcdaniel's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMPASS ION ADVISORS, LLC

VISION FINANCIAL CONSULTING

Primary Firm SEC Registration

COMPASS ION ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/8/2017

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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