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COMPASS CAPITAL MANAGEMENT INC

MINNEAPOLIS, MN · CRD 107823 · IAPD ↗ · 612-338-4051

$2.56BRegulatory AUM
10Advisory reps
20Employees
0Clients
1-10Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — COMPASS CAPITAL MANAGEMENT INC notice-filed in IL, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
August 2025 — COMPASS CAPITAL MANAGEMENT INC notice-filed in OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
August 2025 — COMPASS CAPITAL MANAGEMENT INC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
August 2025 — COMPASS CAPITAL MANAGEMENT INC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
August 2025 — COMPASS CAPITAL MANAGEMENT INC now reports custody of client assets ($3.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
49
April 2024 — COMPASS CAPITAL MANAGEMENT INC notice-filed in AL, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.