Compass Capital Management, LLC
Compass Capital Management, LLC is an SEC-registered mass-market adviser in Mcalester, OK with $119.0M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Compass Capital Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 150170, SEC 801-132163, data through 2026-02-06.
- AUM (assets under management / regulatory AUM)
- $119.0M (2026-02-06)
- Firm type
- Mass-Market Adviser
- Location
- Mcalester, OK
- Employees
- 10
- Clients
- 231
- CRD
- 150170
- Ownership
- LEWIS, AMBER, LEANN; WILLIAMS, DENA, GAYLE; WILLIAMS, JIMMY, JON
How much AUM does Compass Capital Management, LLC have?
Compass Capital Management, LLC reported $119.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-06).
Who owns Compass Capital Management, LLC?
Disclosed owners and executives of Compass Capital Management, LLC include LEWIS, AMBER, LEANN, WILLIAMS, DENA, GAYLE, WILLIAMS, JIMMY, JON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.