Compass Capital Management Inc
● SEC registered since 1988CRD 107823SEC# 801-32238Minneapolis, MN
Reg. AUM
$2.56B
Employees
20
Accounts
1,676
Location
Minneapolis, MN
Compass Capital Management Inc assets under management
Compass Capital Management Inc is a registered investment adviser overseen by the SEC based in Minneapolis, MN. The firm has been registered since 1988. It reports $2.6 billion in regulatory assets under management and employs 20 people.
Compass Capital Management Inc owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Kelley Control | Principal/Founder | 50-75% | 1988 |
| Christopher Charles Kelley Control | Director | Under 5% | 2017 |
| Emily B Kelley | Trustee Of The Emily B. Kelley Family Irrevocable Trust | 10-25% | 2018 |
| Emily B. Kelley Family Irrevocable Trust | Shareholder | 10-25% | 2018 |
| Leigh Niebuhr Control | Senior Portfolio Manager & Chief Compliance Officer | 10-25% | 2013 |
| Phillip C Stern Control | President | Under 5% | 2016 |
| Samuel H Kelley Control | Director | Under 5% | 2017 |
Frequently asked questions
How much does Compass Capital Management Inc manage?
Compass Capital Management Inc reports $2.6 billion in regulatory assets under management on its Form ADV.
How many employees does Compass Capital Management Inc have?
Compass Capital Management Inc reports 20 employees.
Where is Compass Capital Management Inc located?
Compass Capital Management Inc is based in Minneapolis, MN and has been SEC-registered since 1988.
Does Compass Capital Management Inc disclose fund performance?
Compass Capital Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 706 Second Avenue South, Suite 400, Minneapolis, MN 55402 |
| Phone | 612-338-4051 |
| Fax | 612-339-1304 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.56B▲ 21%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 19%
Larger than 81% of 16,306 advisers
EmployeesTop 24%
More than 76% of 16,824 advisers
Assets under management
$2.56Bregulatory AUM
Discretionary $2.38BNon-discretionary $176.6M