COMPASS CAPITAL MANAGEMENT INC

CRD 107823File 801-32238

APPROVED

Retail clients

Custody

Filing as of Mar 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.56B

Top 25% of cohort (national)

Discretionary AUM

$2.38B

Non-discretionary $176.6M

Clients

443

1,676 accounts

Employees

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: HTTPS://LINKEDIN.COM/COMPANY/COMPASS-CAPITAL-MANAGEMENT-INC./

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.