Compass Capital Management Inc
Firm details
- Headquarters
- Minneapolis, Minnesota
- CRD number
- 107823
- Registered since
- June 10, 1988
- Website
- www.compasscap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI72.93%
- Corporations / Businesses10.21%
- Pension & Profit Sharing Plans9.16%
- Charitable Organizations5.85%
- Individuals1.84%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Compass Capital Management Inc is an independent, corporate-structured registered investment adviser that has been SEC-registered since 1988. The firm serves both individual/family and institutional clients and provides financial planning as well as portfolio management for individuals, small businesses, and larger business or institutional accounts. Its fee arrangements include both percentage-of-assets and fixed-fee models. Compass identifies as equity-focused, does not position itself as a capital allocator, and is not an active ESG investor.
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 Equities74%
- State & Local Bonds13%
- US Government Bonds9%
- Cash & Cash Equivalents3%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$31.1M in ETFs
100%
$31.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 2000 GROWTH ETF (IWO) | BlackRock | Passive | Small Growth | $4.8M | 13,348 | 15.32% |
Location
Minneapolis, MN
Hennepin
Location
Minneapolis, MN
Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 706 2nd Ave S
- Time zone
- CT (UTC-6)
- Office locations
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