SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Compass Capital Management Inc
Minneapolis, MN
CRD 107823
Firm filing updated March 26, 2026 ·
- $2.6BAssets
- 443Clients
- 10Advisory staff
- 1,676Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals278
- Individuals101
- Pension and profit sharing plans30
- Charities21
- Corporations or other businesses13
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 101 | $46.9 million |
| High net worth individuals | 278 | $1.9 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 30 | $234.3 million |
| Charitable organizations | 21 | $149.6 million |
| Corporations or other businesses not listed above | 13 | $261.2 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Other: "SUB-ADVISOR"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other: "SUB-ADVISOR"
Assets and accounts
- Regulatory assets$2.6 billion
- Accounts1,676
- Discretionary$2.4 billion · 1,597 accounts
- Non-discretionary$176.6 million · 79 accounts
People
- Employees20
- Advisory staff10
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients1 to 10
Advisors
10 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 107823, SEC file 801-32238.
- Registered with the SEC as an investment advisor (status date on record: June 10, 1988).
Is Compass Capital Management Inc a fiduciary?
Short answer: Compass Capital Management Inc is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.