COMPASS CAPITAL MANAGEMENT INC

RIASEC RegisteredEst. 1988

Total AUM

$2.6B

Discretionary

$2.4B

93% of AUM

Avg account

$1.5M

Accounts

1,676

Employees

Advisory reps

Firm details

Headquarters: MINNEAPOLIS, Minnesota
CRD number: 107823
Registered since: June 10, 1988
Website: www.compasscap.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI72.93%
Corporations / Businesses10.21%
Pension & Profit Sharing Plans9.16%
Charitable Organizations5.85%
Individuals1.84%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Compass Capital Management Inc is an independent registered investment adviser that has been SEC-registered since 1988. The firm serves a mix of individual and family clients as well as institutional and business accounts, offering financial planning and portfolio management for individuals, small businesses, and institutions. Ownership is structured as a domestic entity with an individual owner, and the firm charges a combination of asset-based fees and fixed fees. Compass reports it is not a multi-state adviser and does not identify as an active ESG investor. Investment activity shows a clear equity orientation: the ADV indicates a preference for equities and a heavy use of exchange-traded securities. The firm is not positioned as a capital allocator; instead it implements portfolios directly and uses third-party vehicles where appropriate.