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COMPASS CAPITAL MANAGEMENT INC
CRD 107823 · SEC 801-32238
706 SECOND AVENUE SOUTH, SUITE 400, MINNEAPOLIS, MN, 55402, United States
Phone
612-338-4051
Fax
612-339-1304
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.56B
Discretionary AUM
$2.38B
Team
20 total employees; 10 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)SUB-ADVISOR
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 101 | $46.9M |
| High net worth individuals | 278 | $1.86B |
| Pension/profit sharing plans | 30 | $234.3M |
| Charitable organizations | 21 | $149.6M |
| Corporations/business entities | 13 | $261.2M |
States served
AL, AZ, CA, CO, IL, IA, MI, MN, NJ, NY, ND, OK, VA, WI, WY, TX, FL, SD
All web addresses on file
Official SEC filing: View on IAPD