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COMPASS CAPITAL MANAGEMENT INC
CRD 107823File 801-32238
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.56B
Top 25% of cohort (national)
Discretionary AUM
$2.38B
Non-discretionary $176.6M
Clients
443
1,676 accounts
Employees
20
Top 25% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 10, 1988
- Principal office
- 706 SECOND AVENUE SOUTH, SUITE 400, MINNEAPOLIS, MN, 55402
- Phone
- 612-338-4051
- Website
- HTTP://WWW.COMPASSCAP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.56B
- Discretionary AUM
- $2.38B
- Non-discretionary AUM
- $176.6M
- Discretionary accounts
- 1,597
- Non-discretionary accounts
- 79
- Total accounts
- 1,676
- AUM per client
- $5.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $261.2M |
| Charitable organizations | 21 | $149.6M |
| High net worth individuals | 278 | $1.86B |
| Pension and profit sharing plans | 30 | $234.3M |
| Individuals (other than high net worth individuals) | 101 | $46.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 22 | 20 | decreased by2 |
| Apr 1, 2026 | Clients | 440 | 443 | increased by3 |
| Apr 1, 2026 | AUM | $2,541,898,062 | $2,556,854,435 | increased by$14,956,373 |
| Apr 1, 2026 | Accounts | 1,661 | 1,676 | increased by15 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 18 | 22 | increased by4 |
| Dec 1, 2025 vs May 1, 2025 | Custody | No | Yes | |
| Dec 1, 2025 vs May 1, 2025 | Clients | 377 | 440 | increased by63 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $2,118,071,459 | $2,541,898,062 | increased by$423,826,603 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 1,502 | 1,661 | increased by159 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 18 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 323 | 377 | increased by54 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,085,154,063 | $2,118,071,459 | increased by$32,917,396 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,378 | 1,502 | increased by124 |
| Apr 1, 2022 | Employees | 15 | 16 | increased by1 |
| Apr 1, 2022 | Clients | 302 | 323 | increased by21 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “COMPASS CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COMPASS CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.