Compass Capital Management, LLC

Compass Capital Management, LLC (CRD# 150170) is a financial advisory firm headquartered in Mcalester, OK. They manage $83,026,444 in 304 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
321 South 3rd St., Suite 4, Mcalester, OK 74501
https://www.retirementplanningexperts.net
By the Numbers
  • Total Assets Under Management
    83
    MILLION
  • Total Number of Accounts
    304
    ACCOUNTS
  • Average Account Value
    $273,113
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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
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 Williams, financial advisor Mcalester OK
Jimmy J. Williams
CRD#: 2876631
321 South 3rd St., Suite 4, Mcalester, OK 74501

Jimmy Williams (CRD# 2876631) is an Investment Advisor Representative working at Compass Capital Management, LLC in Mcalester, OK and has over 24 years of experience in the finance industry.

2
Amber Lewis, financial advisor Mcalester OK
Amber L. Lewis
CRD#: 5467028
321 South 3rd St., Suite 4, Mcalester, OK 74501

Amber Lewis (CRD# 5467028) is an Investment Advisor Representative working at Compass Capital Management, LLC in Mcalester, OK and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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