MCALESTER, OKCRD 150170Latest ADV February 6, 2026
Compass Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mcalester, OK. Its latest Form ADV filing, dated February 6, 2026, reports $119M in regulatory assets under management, 10 employees, 1 office, and 482 accounts.
Assets Under Management
$119M
Employees
10
Offices
1 office
Total Clients
231
Primary office
MCALESTER, OK
215 E. CHOCTAW AVENUE, SUITE 101, MCALESTER, OK, United States
Top client segmentIndividuals represent 83.1% of total clients.
Top client categories% of clientsClients
1
Individuals
83.1%
192
2
HNWI
16.9%
39
Categories with <5 clients
Charitable Organizations<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$119Mas of February 6, 2026
Discretionary100.0%
$119M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$119M
Total Accounts482
10Y AUM Change+$12M (+10.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee23:1
10Y Employee Change+1 (+11.1%)
* 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.