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COMPASS CAPITAL MANAGEMENT, LLC
CRD 150170 · SEC 801-132163
215 E. CHOCTAW AVENUE, SUITE 101, MCALESTER, OK, 74501, United States
Phone
918-423-3222
Fax
918-423-3231
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$119.0M
Discretionary AUM
$119.0M
Team
10 total employees; 2 advisory reps; 8 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; PERCENTAGE OF FEES CHARGED BY THRID-PARTY ADVISOR FIRMS
Org form
Limited Liability Company
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 192 | $47.0M |
| High net worth individuals | 39 | $65.2M |
States served
AR, OK, TX
All web addresses on file
- HTTPS://WWW.LINKEDIN.COM.COMPANY/COMPASS-CAPITAL-MANAGEMENT-LLC/
- https://www.retirementplanningexperts.org
- https://www.retirementplanningexperts.net
- https://www.retirementplanningexperts.info
- https://www.retirementplanningexperts.biz
- HTTPS://WWW.COMPASSCAPITALMGT.COM
- http://www.instagram.com/compasscapitalmgt/?hl=en
- http://twitter.com/CCM_JJW
- HTTPS://WWW.FACEBOOK.COM/COMPASSCAPITALMANAGEMENT
Official SEC filing: View on IAPD