Compass Capital Corporation

RIASEC Registered

Total AUM

$695M

Discretionary

$635M

91% of AUM

Avg account

$528K

Accounts

1,318

Employees

Advisory reps

Firm details

Headquarters: Braintree, Massachusetts
CRD number: 112323
Registered since: July 31, 1984
Website: compassfinancialservicesgroup.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI68.03%
Individuals30.37%
Pension & Profit Sharing Plans1.59%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Compass Capital Corporation is an independent registered investment adviser that has been SEC-registered since 1984. The firm operates as a capital allocator, serving both individual and family clients as well as institutional investors. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting and the selection of other advisers. Fee arrangements include a percentage-of-assets model as well as hourly and fixed-fee engagements. Compass Capital maintains industry relationships with broker-dealers, a law firm and an insurance company. The firm is not identified as an active ESG investor.