Compass Capital Management, LLC
● SEC registered since 2025CRD 150170SEC# 801-132163McAlester, OK
Reg. AUM
$119M
Employees
10
Accounts
482
Location
McAlester, OK
Compass Capital Management, LLC assets under management
Compass Capital Management, LLC operates as an SEC-registered investment adviser based in McAlester, OK. The firm has been registered since 2025. It reports $119 million in regulatory assets under management and employs 10 people.
Compass Capital Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amber Leann Lewis Control | Chief Compliance Officer | Under 5% | 2023 |
| Amber Leann Lewis Control | Chief Operations Officer | Under 5% | 2022 |
| Dena Gayle Williams | Member | 5-10% | 2009 |
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Join to unlock · $37/moFrequently asked questions
How much does Compass Capital Management, LLC manage?
Compass Capital Management, LLC reports $119 million in regulatory assets under management on its Form ADV.
How many employees does Compass Capital Management, LLC have?
Compass Capital Management, LLC reports 10 employees.
Where is Compass Capital Management, LLC located?
Compass Capital Management, LLC is based in McAlester, OK and has been SEC-registered since 2025.
Does Compass Capital Management, LLC disclose fund performance?
Compass Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 215 E. Choctaw Avenue, Suite 101, McAlester, OK 74501 |
| Phone | 918-423-3222 |
| Fax | 918-423-3231 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$119M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$119Mregulatory AUM
Discretionary $119M