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Compass Capital Management, LLC

● SEC registered since 2025CRD 150170SEC# 801-132163McAlester, OK
Export (members)
Reg. AUM
$107.3M
Employees
9
Accounts
467
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 $107.3 million in regulatory assets under management and employs 9 people.

Compass Capital Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Amber Leann Lewis ControlChief Compliance OfficerUnder 5%2023
Amber Leann Lewis ControlChief Operations OfficerUnder 5%2022
Dena Gayle WilliamsMember5-10%2009
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Frequently asked questions

How much does Compass Capital Management, LLC manage?

Compass Capital Management, LLC reports $107.3 million in regulatory assets under management on its Form ADV.

How many employees does Compass Capital Management, LLC have?

Compass Capital Management, LLC reports 9 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

Address215 E. Choctaw Avenue, Suite 101, McAlester, OK 74501
Phone918-423-3222
Fax918-423-3231
Office hours8:30 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$107.3M
Non-discretionary$0
Total (RAUM)$107.3M