Firm profile

COMPASS CAPITAL CORPORATION

BRAINTREE, MACRD 112323Latest ADV September 25, 2025

Compass Capital Corporation is an SEC registered investment adviser organized as a corporation with a primary office location in Braintree, MA. Its latest Form ADV filing, dated September 25, 2025, reports $664M in regulatory assets under management, 14 employees, 3 offices, and 1,371 accounts.

Assets Under Management
$664M
Employees
14
Offices
3 offices
Total Clients
1,371
Primary office
BRAINTREE, MA
50 BRAINTREE HILL OFFICE PARK, SUITE 105, BRAINTREE, MA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOTyler M. Chaisson

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 89.8% of total clients.
Top client categories% of clientsClients
1
Individuals
89.8%
1,231
2
HNWI
9.9%
136
3
Pension Plans
0.3%
4

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$664Mas of September 25, 2025
Discretionary87.0%
$577M
87% of total RAUM87.0%
Non-discretionary13.0%
$87M
13% of total RAUM13.0%
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$664M
Total Accounts1,371
10Y AUM Change+$494M (+290.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees14
Clients per Employee98:1
10Y Employee Change0 (0.0%)

* 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.