Charles Kelley
Investment adviser representative at Compass Capital Management Inc
38 yearsExperience
2 statesRegistered in
$2.6BFirm assets
38 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
38 years in the industry.
- Compass Capital Management, Inc.Aug 1988 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Compass Capital Management Inc
$2.6BAssets managed
443Clients
15Advisers
38 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2660411
- Firm CRD
- 107823