AdvisorCensus / Financial advisors / Missouri / Kansas City / Kompass Kapital Advisors, LLC
Kompass Kapital Advisors, LLC
Filed as KOMPASS KAPITAL ADVISORS, LLC
Kompass Kapital Advisors, LLC is an SEC-registered investment advisory firm in Overland Park, KS, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 11, 2026.
Quick answers
From the filingHow is Kompass Kapital Advisors, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Kompass Kapital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is Kompass Kapital Advisors, LLC located?
Kompass Kapital Advisors, LLC's principal office is in Overland Park, KS, according to its Form ADV.
Is Kompass Kapital Advisors, LLC registered with the SEC or a state?
Kompass Kapital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335041.
How much does Kompass Kapital Advisors, LLC manage?
Kompass Kapital Advisors, LLC reports $116,628,065 in regulatory assets under management in its Form ADV filing dated August 11, 2026 (0% discretionary).
How have Kompass Kapital Advisors, LLC's assets and staff changed since 2025?
In the Form ADV data for Kompass Kapital Advisors, LLC: Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
Does Kompass Kapital Advisors, 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/335041
Does Kompass Kapital Advisors, LLC state an account minimum?
Its Form ADV Part 2A brochure dated August 11, 2026 says: "For its services, Kompass Advisors does not require a minimum dollar value in assets for establishing or maintaining a client’s account, but the firm reserves the right to decline engagements for various reasons including account size."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: None
The brochure's wording
For its services, Kompass Advisors does not require a minimum dollar value in assets for establishing or maintaining a client’s account, but the firm reserves the right to decline engagements for various reasons including account size.
As stated in the firm's Form ADV Part 2A brochure dated August 11, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$116,628,065 as of October 2026, filing dated August 11, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $116,628,065 | 2 | August 11, 2026 |
| October 2025 | Not reported | 2 | May 9, 2025 |
Total employees: 2 in October 2025 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Kompass Kapital Advisors, LLC (CRD 335041): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/kompass-kapital-advisors-llc-overland-park-ks-335041