# Threshold Compass Strategies, Inc.

> Threshold Compass Strategies, Inc. is a state-registered investment advisory firm in Sheboygan, WI, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated March 3, 2026.

- CRD: 337749
- Filed as: THRESHOLD COMPASS STRATEGIES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sheboygan, WI
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/337749
- AdvisorCensus page: https://advisorcensus.com/firm/threshold-compass-strategies-inc-sheboygan-wi-337749

## Quick answers

**How is Threshold Compass Strategies, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Threshold Compass Strategies, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Threshold Compass Strategies, Inc. located?**
Threshold Compass Strategies, Inc.'s principal office is in Sheboygan, WI, according to its Form ADV.

**Is Threshold Compass Strategies, Inc. registered with the SEC or a state?**
Threshold Compass Strategies, Inc. is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 337749.

**Does Threshold Compass Strategies, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/337749

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- thresholdcompass.com/meet-teresa
- LinkedIn @tmcalpine

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Threshold Compass Strategies, Inc. (CRD 337749): Form ADV filing data as of October 2026.