# Compass Capital Management, LLC > 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. - CRD: 150170 - Filed as: COMPASS CAPITAL MANAGEMENT, LLC - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: McAlester, OK - Filing period: October 2026 - Form ADV filing dated: February 6, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/150170 - AdvisorCensus page: https://advisorcensus.com/firm/compass-capital-management-llc-mcalester-ok-150170 ## Quick answers **How is Compass Capital Management, LLC compensated?** 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. **Where is Compass Capital Management, LLC located?** 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). **Is Compass Capital Management, LLC registered with the SEC or a state?** Compass Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 150170. **How much does Compass Capital Management, LLC manage?** Compass Capital Management, LLC reports $118,999,578 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (100% discretionary). **How have Compass Capital Management, LLC's assets and staff changed since 2025?** 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. **What types of clients does Compass Capital Management, LLC serve?** By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (192); high net worth individuals (39). **Which custodians does Compass Capital Management, LLC use?** 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. **Does Compass Capital Management, LLC report any disciplinary disclosures?** 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 **Does Compass Capital Management, LLC state an account minimum?** 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." **What changed in Compass Capital Management, LLC's recent Form ADV filings?** 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%). ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management - Hourly charges - Fixed fees (other than subscription fees) - Other ### Fees and minimums (Form ADV Part 2A brochure dated February 6, 2026) - Account minimum: $25,000 (the brochure says it may be waived or negotiated) > 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. As stated in the firm's brochure. Fees can differ by service and may be negotiable. ### Custodians (Schedule D, Section 5.K(3)) - Pershing LLC 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. ### Regulatory assets under management (Item 5.F) - Total: $118,999,578 - Discretionary: $118,999,578 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 192 | $47,028,160 | | High net worth individuals | 39 | $65,175,663 | | Banking or thrift institutions | 0 | $0 | | Investment companies | 0 | $0 | | Business development companies | 0 | $0 | | Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 | | Charitable organizations | Fewer than 5 | $1,170,266 | | State or municipal government entities (including government pension plans) | Fewer than 5 | $5,625,489 | | Other investment advisers | 0 | $0 | | Insurance companies | 0 | $0 | | Sovereign wealth funds and foreign official institutions | 0 | $0 | | Corporations or other businesses not listed above | 0 | $0 | | Other | 0 | $0 | ### Advisory services (Item 5.G) - 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 ### Firm details - Registered since: 2025 (1 year) - Employees: 10 total, 2 performing advisory functions - Wrap fee program participation: Yes - States registered or notice-filed: AR, OK, TX - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Other offices (Schedule D, Section 1.F), as of the March 2026 filing - Tulsa, OK ### Websites listed on Form ADV (Item 1.I) - compasscapitalmgt.com - linkedin.com.company/COMPASS-CAPITAL-MANAGEMENT-LLC - retirementplanningexperts.biz - retirementplanningexperts.info - retirementplanningexperts.net - retirementplanningexperts.org - Facebook @COMPASSCAPITALMANAGEMENT - Instagram @compasscapitalmgt - X @CCM_JJW ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2025 | $107,281,942 | 9 | April 25, 2025 | | October 2026 | $118,999,578 | 10 | February 6, 2026 | 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. ## Changes in the filing (last 12 months) ### March 2026 - Employees performing advisory functions went from 1 to 2. - Regulatory assets under management went from $107,281,942 to $118,999,578 (+11%). ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Compass Capital Management, LLC (CRD 150170): Form ADV filing data as of October 2026.