COMPASS CAPITAL CORPORATION
Firm details
- Headquarters
- BRAINTREE, Massachusetts
- CRD number
- 112323
- Registered since
- July 31, 1984
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI65.51%
- Individuals32.92%
- Pension & Profit Sharing Plans1.57%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Compass Capital Corporation is a SEC-registered corporate advisory firm that has been operating since 1984. It serves both individual and family clients as well as institutional investors, and offers a mix of financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting, and the selection of other advisers. The firm is structured as a domestic corporation with ownership attributed to both a domestic entity and individuals, and its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Compass Capital also maintains affiliations with broker-dealers, a law firm, and an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities35%
- Public Funds/Mutual Funds30%
- Investment Grade Corp Bonds20%
- US Government Bonds5%
- State & Local Bonds5%
Owners & executives
2 of 2Seth Chadwick
Chief Investment OfficerCRD 3152006
SCOTT CHAISSON
President and CEOCRD 2353375
Contacts
3 of 10ROBERT FOGARTY
Investment AdvisorCRD 1445800
Tyler Chaisson
Investment AdvisorCRD 6965271
THOMAS LICCIARDELLO
Investment Advisor RepresentativeCRD 1025112
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BRAINTREE, MA
NORFOLK
Location
BRAINTREE, MA
Headquartered in BRAINTREE, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- NORFOLK
- Address
- 50 Braintree Hill Office Park
- Time zone
- ET (UTC-5)
- Office locations
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