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| Compass Capital Management LLC
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|---|---|
| CRD # | 150170 |
| SEC # | 801-132163 |
| CIK # | 0001002152 |
| AUM | 119.0 M (2026-02-06) |
| Employees | 10 (20% Investors, 30% Brokers) |
| Phone | 918-423-3222 |
| Address | 215 E Choctaw Avenue Mcalester, OK 74501 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Merck & Co Inc | 70.9 | ||
| Amphenol Corp /DE/ | 68.3 | ||
| Microsoft Corp | 63.3 | ||
| Wal Mart Stores Inc | 61.2 | ||
| Intercontinentalexchange Group Inc | 60.2 | ||
| Johnson & Johnson | 59.6 | ||
| Fastenal Co | 59.4 | ||
| Alphabet Inc | 58.8 | ||
| Linde PLC | 57.0 | ||
| Motorola Inc | 55.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 192 | 47.0 |
| (b) Individuals (high net worth individuals) | 39 | 65.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.2 |
| (i) State or municipal government entities | 0 | 5.6 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 482 | 119.0 |
| By Discretionary | ||
| Discretionary | 482 | 119.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 482 | 119.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 119.0 | |
| Total | 482 | 119.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001002152] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 8 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Sentara Capital LLC
✚
|
GA | 119.6 M |
|
Boulevard Wealth Management Inc
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|
MN | 119.5 M |
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CSP Financial Group LLC
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AZ | 119.2 M |
|
Redeem Financial Group LLC
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AZ | 118.6 M |
|
Hudson Financial Services Inc
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|
CA | 118.6 M |
|
Pinnacle Wealth Management Partners Inc
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|
MI | 118.1 M |
|
Vanderpol Investments LLC
✚
|
MI | 118.1 M |
|
South Shore Investment Services LLC
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|
MA | 117.9 M |
|
Willamette Financial Advisors LLC
✚
|
OR | 117.5 M |
|
CIRO Capital LLC
✚
|
NJ | 117.4 M |