KOMPASS KAPITAL ADVISORS, LLC

RIASEC RegisteredEst. 2025
Total AUM
$117M
Discretionary
$0
0% of AUM
Avg account
$117M
Accounts
1
Employees
2
Advisory reps
5

Firm details

Headquarters
OVERLAND PARK, Kansas
CRD number
335041
Registered since
June 5, 2025
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Other100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Kompass Kapital Advisors, LLC is a privately owned limited liability company registered with the SEC (registration year listed as 2025). The firm’s primary advisory activity is portfolio management for pooled investment vehicles. Its reported fee arrangements combine a percentage-of-assets model with fixed fees. The ADV indicates the adviser is not an active ESG investor, is not organized as a multi-state adviser, and does not act as a pension consultant or related adviser. The firm is classified as “Unclassified” in the snapshot and is not identified as a capital allocator.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 100%100%
  • Non-Exchange Traded Equities100%

Owners & executives

1 of 1
  • JEFF KONNESKY

    Partner, Chief Investment OfficerCRD 2607322

Contacts

3 of 4
  • Eric Braun

    Vice PresidentCRD 8055381

  • COURTNEY CONRAD

    Managing PartnerCRD 8042486

  • ALOK SRIVASTAVA

    Managing PartnerCRD 8042485

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

OVERLAND PARK, KS

JOHNSON

Location

OVERLAND PARK, KS

Headquartered in OVERLAND PARK, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
JOHNSON
Address
9800 Metcalf Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth