COMPASS CAPITAL MANAGEMENT, LLC

Overview

Compass Capital Management, LLC is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm acts as a capital allocator—balancing liquid public funds with allocations to third‑party alternative managers—and provides a mix of financial planning and portfolio management services for individuals, small businesses and institutional clients. Its advisory menu includes selection of other advisers and educational seminars, indicating an emphasis on manager selection and client education in addition to portfolio construction. Compass is not positioned as an ESG-focused manager and is not registered as a multi‑state adviser. Investment activity centers on public funds and mutual funds as the core building blocks of client portfolios, supplemented by exposures to illiquid and specialized strategies through external alternative managers. Fee arrangements are flexible: percentage of AUM is available alongside hourly and fixed-fee engagements, allowing the firm to work with a range of client needs and account sizes.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices