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COMPASS CAPITAL MANAGEMENT, LLC

MCALESTER, OK · CRD 150170 · IAPD ↗ · linkedin.com.company · 918-423-3222

$119.0MRegulatory AUM
2Advisory reps
10Employees
8Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2025 — COMPASS CAPITAL MANAGEMENT, LLC (MCALESTER, OK) is newly SEC-registered with $107.3M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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