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COMPASS CAPITAL MANAGEMENT, LLC
CRD 150170File 801-132163
APPROVED
Retail clients
Filing as of Feb 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$119.0M
Bottom 25% of cohort (national)
Discretionary AUM
$119.0M
Clients
231
482 accounts
Employees
10
Bottom 25% of cohort in OK
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Mar 14, 2025
- Principal office
- 215 E. CHOCTAW AVENUE, SUITE 101, MCALESTER, OK, 74501
- Phone
- 918-423-3222
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $119.0M
- Discretionary AUM
- $119.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 482
- Non-discretionary accounts
- 0
- Total accounts
- 482
- AUM per client
- $515K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.2M |
| High net worth individuals | 39 | $65.2M |
| State or municipal government entities | Fewer than 5 | $5.6M |
| Individuals (other than high net worth individuals) | 192 | $47.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — PERCENTAGE OF FEES CHARGED BY THRID-PARTY ADVISOR FIRMS
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- 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 |
|---|---|---|---|
| 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.