Compass Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$118,999,578
Total clients
231
17% high-net worth
Total advisors
3
of 10 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
77
Average account size
$515,150
About
Compass Capital Management advises individual and high‑net‑worth clients as well as pension/profit‑sharing plans, trusts, estates and business entities, providing financial planning (with an emphasis on retirement distribution planning) and ongoing asset management. Asset management is delivered through Cambridge’s WealthPort wrap programs, including an advisor‑directed option and the Cambridge Asset Allocation Platform (CAAP).
The firm’s investment process combines strategic asset allocation with tactical overlays and uses fundamental, cyclical and technical analysis to shape timing and sector exposure, with portfolios rebalanced periodically. For CAAP accounts the firm works with model portfolio strategists and has the authority to select and replace sub‑advisers, and it manages accounts on a discretionary basis for clients who grant trading authority.
A number of operational and practice features distinguish the firm from many peers: it participates in a wrap‑fee program (WealthPort/CAAP) rather than only advising on standalone brokerage accounts, offers recurring educational workshops and seminars aimed at clients and other professionals, and its principal is a licensed CPA who presents programs to other CPAs. The firm also highlights relationships with institutional retirement plan clients and includes municipal securities among its investable instruments, and it recently transitioned from state to SEC registration.
Client services
Expertise
Demographic focus
Fee options
LifePlan Builder Service fixed fee: $228 (prepaid) or $263.88 annually in monthly or quarterly installments
$1 - $100,000: 1.75% annually $100,001 - $700,000: 1.50% annually $700,001 - $1,000,000: 1.25% annually $1,000,001 - $25,000,000: 1.00% annually $25,000,001+: 0.80% annually
$250 per hour for financial planning services not involving asset management
Account minimum: $25,000 minimum for Asset Management Services, exceptions may be granted at firm's discretion Minimum fee: CAAP program has an annual minimum program fee of $250 per account Fee-only: Financial Planning Services hourly fee: $250/hour; LifePlan Builder Service fixed fee: $228 (prepaid) or $263.88 annually in installments
Main office location
Compass Capital Management, LLC
215 E. Choctaw Avenue, Suite 101
Mcalester OK 74501, United States
Number of offices
2
Most active in
Arkansas · Oklahoma · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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