MINNEAPOLIS, MNCRD 107823Latest ADV March 26, 2026
Compass Capital Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Minneapolis, MN. Its latest Form ADV filing, dated March 26, 2026, reports $2.6B in regulatory assets under management, 20 employees, 1 office, and 1,676 accounts.
Assets Under Management
$2.6B
Employees
20
Offices
1 office
Total Clients
443
Primary office
MINNEAPOLIS, MN
706 SECOND AVENUE SOUTH, SUITE 400, MINNEAPOLIS, MN, United States
Top client segmentHNWI represent 62.8% of total clients.
Top client categories% of clientsClients
1
HNWI
62.8%
278
2
Individuals
22.8%
101
3
Pension Plans
6.8%
30
4
Charitable
4.7%
21
5
Corporations
2.9%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.6Bas of March 26, 2026
Discretionary93.1%
$2.4B
93% of total RAUM93.1%
Non-discretionary6.9%
$177M
7% of total RAUM6.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.6B
Total Accounts1,676
10Y AUM Change+$1.6B (+181.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee22:1
10Y Employee Change+13 (+185.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.