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COMPASS CAPITAL INVESTMENTS LLC
CRD 291911
10 W. MAIN ST., FINCASTLE, VA, 24090, United States
Phone
540-473-2746
Fax
540-473-3572
Registration
— (—)
Source
State registered
Total AUM
$14.6M
Discretionary AUM
$14.6M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 119 | $6.2M |
| High net worth individuals | 16 | $7.3M |
| Pension/profit sharing plans | 3 | $1.1M |
Official SEC filing: View on IAPD