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COMPASS LIGHTHOUSE CAPITAL, LLC
CRD 312634
105 ALBANY AVENUE SE, ORANGE CITY, IA, 51041, United States
Phone
712-395-8705
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$91.3M
Discretionary AUM
$91.3M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 239 | $24.1M |
| High net worth individuals | 20 | $64.7M |
| Charitable organizations | 3 | $2.4M |
All web addresses on file
Official SEC filing: View on IAPD