KOMPASS KAPITAL ADVISORS, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities100%
Owners & executives
1 of 1JEFF KONNESKY
Partner, Chief Investment OfficerCRD 2607322
Contacts
3 of 4Eric Braun
Vice PresidentCRD 8055381
COURTNEY CONRAD
Managing PartnerCRD 8042486
ALOK SRIVASTAVA
Managing PartnerCRD 8042485
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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