Compass Capital Management, LLC

Compass Capital Management, LLC (CRD# 150170) is a financial advisory firm headquartered in Mcalester, OK. They manage $39,366,967 in 295 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    295
    ACCOUNTS
  • Average Account Value
    $133,447
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, OK, TX

Financial Advisors at Compass Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jimmy J. Williams
CRD#: 2876631
321 South 3rd St., Suite 4, Mcalester, OK 74501
93
Wealthminder
score

Jimmy Williams (CRD# 2876631) is an Investment Advisor Representative working at Compass Capital Management, LLC in Mcalester, OK and has over 18 years of experience in the finance industry.

2
Kyle C. Jackson
CRD#: 6594880
1230 Oklahoma Plaza, Ada, OK 74820
88
Wealthminder
score

Kyle Jackson (CRD# 6594880) is an Investment Advisor Representative working at Compass Capital Management, LLC in Ada, OK and has 1 year of experience in the finance industry.

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