BT
Brian J. Taylor
COMPASS CAPITAL INVESTMENTS LLC
Fincastle, VA 24090
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CRD#: 7288167
BT
Professional summary
Brian Jacob Taylor is a registered financial advisor currently at COMPASS CAPITAL INVESTMENTS LLC located in Fincastle, Virginia.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Brian has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) member/partner; Investment Real Estate; Investment Related: No; Location: Virginia; Description of the business: Investment real estate holdings; Responsibilities Duties: Owner of investment real estate; Start date with business: 2015-01-01; Hours devoted to business outside trading hours: 20; 10-15 hours per month 2) Board Member; Investment Related: Yes; Location: Roanoke VA; Description of the business: Brian serves on the Board of 2 non-profits: - Carilion Children's Advisory Board: Mission - To promote and support the mission and vision of Carilion Children's through advocacy, education, community service, and philanthropy. He has served in this capacity since 2018 - BizEd committee of Botetourt Co. - To promote and enhance local learning for business/chamber members in the Botetourt/Roanoke Valley communities. The committee has designed curriculums including Panels, Webinars, Lunch & Learns etc to tackle projects of how to start, grow, and maintain small business. How to market during extraordinary times (Covid) etc. Responsibilities Duties: Board Member; Start date with business: 2018-01-01; Hours devoted to business outside trading hours: 5; 3) Landeco, LLC; Investment related: No; Location: 10 W. Main Fincastle VA 24090; Description of the business: Aircraft holding company; Position Title: Member; Responsibilities Duties: none; Start date with business: 2020-11-11; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1. 4) Minority Owner; Impact Title and Settlement LLC; Investment related: No; 100 E Main Street Salem Virginia 24153 United States; Real Estate title and closing services; 2022-07-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 0; 5) C4T, LLC; Managing Partner; Investment related: Yes; 100 E Main Street Salem Virginia 24153 USA; Private Fund; Duties: Managing partner for the private fund; 2022-11-01; Hours per month devoted to business during trading hours: 40; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0; 6) Name of outside business: Mission Air Aviation LLC; Is the business investment related: No; Location of the business: 100 East Main Street Salem Virginia 24153 United States; Position Title: Minority Owner; Start date with business: 2022-08-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 0; 7) Name of outside business: GB Airlink; Is the business investment related: No; Location of the business: 100 E Main Street Salem Virginia United States; Position Title: Minority Owner; Start date with business: 2022-08-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 0;
CRS (Client Relationship Summary) - RIA
Click below to view Brian Jacob Taylor's 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®
NoneExperience
Current
September 30, 2020 - Present
COMPASS CAPITAL INVESTMENTS LLC
Office #1: 10 W. Main St., Fincastle, VA 24090RIA
CRD#: 291911
Fincastle, VA
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
California(9/10/2021)
IAR
Georgia(7/8/2022)
IAR
Texas(9/10/2021)
IAR
Virginia(9/30/2020)
Current Firm
CC
COMPASS CAPITAL INVESTMENTS LLC
COMPASS CAPITAL INVESTMENTS LLC
CRD#: 291911 / SEC#:
California
Registered Investment Advisory firm - (8/10/2018 Approved)Florida
Registered Investment Advisory firm - (10/25/2018 Approved)Georgia
Registered Investment Advisory firm - (7/8/2022 Approved)Nebraska
Registered Investment Advisory firm - (12/14/2020 Terminated)Nevada
Registered Investment Advisory firm - (7/22/2019 Approved)South Carolina
Registered Investment Advisory firm - (2/21/2023 Terminated)Texas
Registered Investment Advisory firm - (7/11/2018 Approved)Virginia
Registered Investment Advisory firm - (7/17/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10 W. Main St., Fincastle, VA 24090
Mailing Address
Po Box 853, Fincastle, VA 24090
Phone number
(540) 473-2746
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 164 |
| AUM (Assets Under Management) | $ 15,911,967 |
Red Flags
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Company Information
COMPASS CAPITAL INVESTMENTS LLC
CRD#: 291911Fincastle, VA 24090TRUST BUT VERIFY
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