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COMPASS CAPITAL CORPORATION
CRD 112323File 801-21957
APPROVED
Retail clients
Filing as of Sep 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$695.5M
Above cohort median (national)
Discretionary AUM
$634.6M
Non-discretionary $60.9M
Clients
1,318
1,318 accounts
Employees
13
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jul 31, 1984
- Principal office
- 50 BRAINTREE HILL OFFICE PARK, SUITE 105, BRAINTREE, MA, 02184-8734
- Phone
- 781-535-6083
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $695.5M
- Discretionary AUM
- $634.6M
- Non-discretionary AUM
- $60.9M
- Discretionary accounts
- 1,312
- Non-discretionary accounts
- 6
- Total accounts
- 1,318
- AUM per client
- $528K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 143 | $473.2M |
| Pension and profit sharing plans | 4 | $11.1M |
| Individuals (other than high net worth individuals) | 1,171 | $211.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 |
|---|---|---|---|---|
| Dec 1, 2025 vs May 1, 2025 | Employees | 15 | 14 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 1,413 | 1,371 | decreased by42 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $590,724,118 | $663,564,349 | increased by$72,840,231 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 1,413 | 1,371 | decreased by42 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 17 | 15 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,327 | 1,413 | increased by86 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $476,368,663 | $590,724,118 | increased by$114,355,455 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,327 | 1,413 | increased by86 |
| Oct 1, 2022 | Clients | 915 | 1,327 | increased by412 |
| Oct 1, 2022 | AUM | $481,743,334 | $476,368,663 | decreased by$5,374,671 |
| Oct 1, 2022 | Accounts | 913 | 1,327 | increased by414 |
| Oct 1, 2021 | Employees | 18 | 17 | decreased by1 |
| Oct 1, 2021 | Clients | 828 | 915 | increased by87 |
| Oct 1, 2021 | AUM | $340,193,169 | $481,743,334 | increased by$141,550,165 |
| Oct 1, 2021 | Accounts | 828 | 913 | increased by85 |
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.