Overview
Assets Under Management: $119 million
Headquarters: MCALESTER, OK
High-Net-Worth Clients: 39
Average Client Assets: $1.7 million
Frequently Asked Questions
COMPASS CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #150170), COMPASS CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
COMPASS CAPITAL MANAGEMENT, LLC is headquartered in MCALESTER, OK.
COMPASS CAPITAL MANAGEMENT, LLC serves 39 high-net-worth clients according to their SEC filing dated February 06, 2026. View client details ↓
According to their SEC Form ADV, COMPASS CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
COMPASS CAPITAL MANAGEMENT, LLC manages $119 million in client assets according to their SEC filing dated February 06, 2026.
According to their SEC Form ADV, COMPASS CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.77%
Average Client Assets: $1.7 million
Total Client Accounts: 482
Discretionary Accounts: 482
Regulatory Filings
CRD Number: 150170
Filing ID: 2049858
Last Filing Date: 2026-02-06 17:27:20