Julie A Hokit
Investment adviser representative at Compass Capital Management, LLC
10 yearsExperience
1 stateRegistered in
$119MFirm assets
1 yearFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Cambridge Investment Research Advisors, Inc.Apr 2024 to now
- Cambridge Investment Research, Inc.Feb 2024 to now
- Compass Capital Management, LLCDec 2023 to now
- Self EmployedAug 2020 to now
- Fbl Marketing Services, LLCMay 2016 to Jul 2020
- Farm BureauApr 2016 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (OK).
Compass Capital Management, LLC
$119MAssets managed
231Clients
3Advisers
1 yearIn 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
- 5250235
- Firm CRD
- 150170