Compass Capital Management Inc
- Regulatory AUM
- $2.6B
- Discretionary
- $2.4B
- Clients
- 443
- Avg AUM / client
- $5.8M
- Accounts
- 1,676
- Employees
- 20
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 101 | $46.9M | 1.84% |
| High net worth individuals | 278 | $1.9B | 72.9% |
| Pension and profit sharing plans | 30 | $234M | 9.16% |
| Charitable organizations | 21 | $150M | 5.85% |
| Corporations and other businesses | 13 | $261M | 10.2% |
People (17)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles Kelley | Principal/Founder | Aug 1988 (38y) | 50% – 75% | |
| Leigh Niebuhr | Senior Portfolio Manager & Chief Compliance Officer | Jan 2013 (14y) | 10% – 25% | |
| Christopher Charles Kelley | Director | May 2014 (12y) | Less than 5% | |
| Stern, Phillip, C | Chief Operating Officer | Apr 2016 (10y) | Less than 5% | |
| Kelley, Samuel, H | Director | Jul 2017 (9y) | Less than 5% | |
| Kelley, Emily, B | Trustee Of The Emily B. Kelley Family Irrevocable Trust | Dec 2018 (8y) | 10% – 25% | |
| Mark Anthony Vitelli | Registered representative | CFA | Dec 2013 (13y) | |
| Mark Steven Halverson | Registered representative | Jan 2014 (13y) | ||
| Christopher Nuth | Registered representative | May 2020 (6y) | ||
| Rachel Rebecca Krube | Registered representative | Mar 2024 (2y) | ||
| Elizabeth Clare Alward | Registered representative | May 2024 (2y) | ||
| Alyssa Blair Craggs | Registered representative | Aug 2024 (2y) | ||
| Jordan Elizabeth Thorpe | Registered representative | Aug 2024 (2y) | ||
| Rishi Biswas | Registered representative | Feb 2025 (1y) | ||
| Richard Joseph Stark | Registered representative | CFA | Jul 2025 (1y) | |
| Jay Michael Jackley | Registered representative | Jan 2026 (1y) | ||
| Jennifer Ann Oseth | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Emily B. Kelley Family Irrevocable Trust | Shareholder | Dec 2018 | A | 10% – 25% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 968 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $1.8B (69% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗