Compass Lighthouse Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$91,271,458
Total clients
259
8% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
130
Average account size
$352,399
About
Compass Lighthouse Capital provides investment advisory and financial planning services to individual and high‑net‑worth clients, offering discretionary portfolio management and access to model portfolios managed by third‑party sub‑advisers. The firm assists clients in assessing risk tolerance, selecting appropriate model portfolios, and delivering written financial plans when engaged.
Its investment process emphasizes selection and monitoring of third‑party sub‑advisers, using quantitative and qualitative criteria (performance history, risk‑adjusted returns, manager tenure, and style consistency) and periodic reviews to align managers with client objectives. Clients choose risk categories that are correlated to model portfolios and may grant the firm discretionary authority for implementation, while the firm coordinates custody and trading through institutional platforms.
The firm’s ownership and compensation structure is a notable distinction: it is wholly owned by a bank holding (Iowa State Bank/Vogel Bancshares), an uncommon arrangement for supported firms, and it receives a share of fees from sub‑advisers rather than billing clients directly for those services. Additionally, some advisory personnel are licensed to sell insurance and may receive commission compensation, and the firm currently does not maintain professional liability insurance—features that introduce different conflicts of interest and operational considerations compared with many peers.
Client services
Fee options
Financial planning services fixed fee generally ranging from $1,000 to $5,000 (negotiable)
$0 - $500,000: 1.20% $500,001 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.65% $3,000,001 - $5,000,000: 0.45% $5,000,001+: 0.35%
Insurance commissions earned by an affiliated insurance agent; separate and in addition to advisory fees
Account minimum: $250,000
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:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Main office location
Compass Lighthouse Capital, LLC
105 Albany Avenue Se
Orange City IA 51041, United States
Number of offices
1
Forms ADV
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