COMPASS LIGHTHOUSE CAPITAL, LLC

Overview

Compass Lighthouse Capital, LLC is an independent registered investment adviser that operates as a capital allocator for both individual/family and institutional clients. The firm combines fee-based portfolio management and financial planning with the selection and oversight of third‑party managers, indicating a hybrid model that blends in‑house portfolio construction with outsourced specialist allocations. Compass Lighthouse favors liquid, exchange‑traded equities as the primary building block of client portfolios while using external managers to access less liquid or specialist strategies. The firm’s advisory activities list financial planning services, portfolio management for individuals and small businesses, and selection of other advisers, which signals an emphasis on customized portfolios and manager selection rather than a one‑size‑fits‑all product shelf. Fee arrangements include both percentage‑of‑assets and fixed fees. Compass Lighthouse is not an active ESG investor and is not multi‑state registered, suggesting a more regionally focused practice.

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Public Holdings

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Location & Offices