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COMPASS CAPITAL CORPORATION

BRAINTREE, MA · CRD 112323 · IAPD ↗ · compassfinancialservicesgroup.com · 781-535-6083

$695.5MRegulatory AUM
13Advisory reps
13Employees
1318Clients
51-100Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
October 2024 — COMPASS CAPITAL CORPORATION changed its website from compasscapital.co to compassfinancialservicesgroup.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
70
October 2024 — COMPASS CAPITAL CORPORATION crossed $500M in regulatory AUM ($475.5M -> $590.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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