{
  "crd_number": 150170,
  "slug": "compass-capital-management-llc-mcalester-ok-150170",
  "primary_business_name": "COMPASS CAPITAL MANAGEMENT, LLC",
  "legal_name": "COMPASS CAPITAL MANAGEMENT, LLC",
  "dbas": [],
  "city": "McAlester",
  "state": "OK",
  "country": "United States",
  "cbsa_code": "32540",
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-03-14",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-02-06",
  "carried_forward": false,
  "raum_total": 118999578.0,
  "raum_discretionary": 118999578.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 10,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 1170266.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 47028160.0,
      "count": 192
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 5625489.0,
      "count": null,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": null
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 65175663.0,
      "count": 39
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AR",
    "OK",
    "TX"
  ],
  "websites": [
    "https://compasscapitalmgt.com",
    "https://facebook.com/COMPASSCAPITALMANAGEMENT",
    "https://instagram.com/compasscapitalmgt?hl=en",
    "https://linkedin.com.company/COMPASS-CAPITAL-MANAGEMENT-LLC",
    "https://retirementplanningexperts.biz",
    "https://retirementplanningexperts.info",
    "https://retirementplanningexperts.net",
    "https://retirementplanningexperts.org",
    "https://twitter.com/CCM_JJW"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/150170",
  "city_as_filed": "MCALESTER",
  "url": "https://advisorcensus.com/firm/compass-capital-management-llc-mcalester-ok-150170",
  "display_name": "Compass Capital Management, LLC",
  "summary": "Compass Capital Management, LLC is an SEC-registered investment advisory firm in McAlester, OK, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 6, 2026.",
  "citation": "AdvisorCensus. Compass Capital Management, LLC (CRD 150170): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Compass Capital Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Compass Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "How much does Compass Capital Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated February 6, 2026 states: Hourly rate: $250 an hour (financial planning services that do not involve Asset…); Flat fee: $263.88 a year (LifePlan Builder Service). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Compass Capital Management, LLC located?",
      "a": "Compass Capital Management, LLC's principal office is in McAlester, OK, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Compass Capital Management, LLC registered with the SEC or a state?",
      "a": "Compass Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 150170."
    },
    {
      "q": "How much does Compass Capital Management, LLC manage?",
      "a": "Compass Capital Management, LLC reports $118,999,578 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (100% discretionary)."
    },
    {
      "q": "How have Compass Capital Management, LLC's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Compass Capital Management, LLC: Regulatory assets under management: $107,281,942 in the October 2025 data and $118,999,578 in the October 2026 data, up 11%. Total employees: 9 in October 2025 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Compass Capital Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (192); high net worth individuals (39)."
    },
    {
      "q": "Which custodians does Compass Capital Management, LLC use?",
      "a": "Compass Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Compass Capital Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/150170"
    },
    {
      "q": "Does Compass Capital Management, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 6, 2026 says: \"Compass Capital Management requires a minimum investment amount of $25,000 to contract for Asset Management Services. Exceptions to this minimum may be granted at the discretion of the firm.\""
    },
    {
      "q": "What changed in Compass Capital Management, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $107,281,942 to $118,999,578 (+11%)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 107281942.0,
      "total_employees": 9,
      "filing_date": "2025-04-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 118999578.0,
      "total_employees": 10,
      "filing_date": "2026-02-06"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 1 to 2.",
        "Regulatory assets under management went from $107,281,942 to $118,999,578 (+11%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 6, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$25,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $250 an hour (financial planning services that do not involve Asset…)",
      "Flat fee: $263.88 a year (LifePlan Builder Service)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $25,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Compass Capital Management requires a minimum investment amount of $25,000 to contract for Asset Management Services. Exceptions to this minimum may be granted at the discretion of the firm."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (financial planning services that do not involve Asset…)"
        ],
        "quotes": [
          "For the first three levels of service (Legacy Blueprint Service, Wealth Reinforcement Service, and Foundation Development Service), we charge an hourly fee of $250 for financial planning services that do not involve Asset Management Services."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $263.88 a year (LifePlan Builder Service)"
        ],
        "quotes": [
          "We charge a fixed fee for LifePlan Builder Service. The fixed fee can be divided into monthly or quarterly installment payments due at the beginning of the payment period. If paying monthly, the annual fee is $263.88"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 25000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning services that do not involve Asset Management Services"
        },
        {
          "kind": "flat",
          "amount": 263.88,
          "min": null,
          "max": null,
          "period": "annual",
          "service": "LifePlan Builder Service"
        }
      ]
    },
    "quotes": [
      "Compass Capital Management requires a minimum investment amount of $25,000 to contract for Asset Management Services. Exceptions to this minimum may be granted at the discretion of the firm.",
      "For the first three levels of service (Legacy Blueprint Service, Wealth Reinforcement Service, and Foundation Development Service), we charge an hourly fee of $250 for financial planning services that do not involve Asset Management Services.",
      "We charge a fixed fee for LifePlan Builder Service. The fixed fee can be divided into monthly or quarterly installment payments due at the beginning of the payment period. If paying monthly, the annual fee is $263.88"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/compass-capital-management-llc-mcalester-ok-150170.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 192,
      "fewer_than_5": false,
      "raum": 47028160.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 39,
      "fewer_than_5": false,
      "raum": 65175663.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1170266.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 5625489.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/150170",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}