Compass Capital Corporation

Overview

Compass Capital Corporation is an independent registered investment adviser that has been SEC-registered since 1984. The firm operates as a capital allocator, serving both individual and family clients as well as institutional investors. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting and the selection of other advisers. Fee arrangements include a percentage-of-assets model as well as hourly and fixed-fee engagements. Compass Capital maintains industry relationships with broker-dealers, a law firm and an insurance company. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices