COMPASS CAPITAL CORPORATION
CRD #112323 SEC #801-21957 BRAINTREE, MA 781-535-6083
SEC Registered
Total AUM
$663.6M
Discretionary
$577M
Employees
14
Clients
51
Accounts
1,371
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $663.6M | $577M | $86.5M | 14 | 1,371 |
| Sep 2024 | $590.7M | $518.8M | $71.9M | 15 | 1,413 |
| Nov 2023 | $475.5M | $424.9M | $50.6M | 17 | 1,339 |
| Aug 2023 | $475.5M | $424.9M | $50.6M | 17 | 1,339 |
| Sep 2022 | $476.4M | $458.6M | $17.8M | 17 | 1,327 |
| Jan 2022 | $481.7M | $408.9M | $72.9M | 17 | 913 |
| Jan 2022 | $481.7M | $408.9M | $72.9M | 17 | 913 |
| Sep 2021 | $481.7M | $408.9M | $72.9M | 17 | 913 |
| Feb 2021 | $340.2M | $340.2M | $0 | 18 | 828 |
| Sep 2020 | $340.2M | $340.2M | $0 | 18 | 828 |
| Jul 2020 | $314.2M | $314.2M | $0 | 18 | 754 |
| Jun 2020 | $314.2M | $314.2M | $0 | 18 | 754 |
| Dec 2019 | $314.2M | $314.2M | $0 | 18 | 754 |
| Oct 2019 | $314.2M | $314.2M | $0 | 18 | 754 |
| Oct 2019 | $314.2M | $314.2M | $0 | 18 | 754 |
| Sep 2019 | $314.2M | $314.2M | $0 | 18 | 712 |
| May 2019 | $238.9M | $238.9M | $0 | 15 | 712 |
| Mar 2019 | $238.9M | $238.9M | $0 | 15 | 712 |
| Nov 2018 | $238.9M | $238.9M | $0 | 15 | 712 |
| Aug 2018 | $238.9M | $238.9M | $0 | 15 | 712 |
| Jun 2018 | $238.9M | $238.9M | $0 | 15 | 712 |
| May 2018 | $238.9M | $238.9M | $0 | 14 | 712 |
| Feb 2018 | $179.5M | $179.5M | $0 | 14 | 650 |
| Aug 2017 | $179.5M | $179.5M | $0 | 14 | 600 |
| Jun 2017 | $170M | $170M | $0 | 14 | 700 |
| Aug 2016 | $170M | $170M | $0 | 14 | 700 |
| Dec 2015 | $174.8M | $174.8M | $0 | 14 | 700 |
| Nov 2015 | $174.8M | $174.8M | $0 | 14 | 700 |
| Nov 2015 | $174.8M | $174.8M | $0 | 14 | 700 |
| Oct 2015 | $174.8M | $174.8M | $0 | 14 | 700 |
| Aug 2015 | $174.8M | $174.8M | $0 | 14 | 700 |
| Jul 2015 | $174.8M | $174.8M | $0 | 14 | 700 |
| Jul 2015 | $173.1M | $173.1M | $0 | 13 | 700 |
| Jul 2015 | $173.1M | $173.1M | $0 | 13 | 700 |
| Jul 2014 | $173.1M | $173.1M | $0 | 13 | 700 |
| Jul 2014 | $173.1M | $173.1M | $0 | 13 | 700 |
| Oct 2013 | $148.9M | $148.9M | $0 | 13 | 600 |
| Aug 2013 | $148.9M | $148.9M | $0 | 13 | 600 |
| Aug 2012 | $115.2M | $115.2M | $0 | 11 | 500 |
| Feb 2012 | $115.3M | $115.3M | $0 | 11 | 500 |
| Feb 2012 | $115.3M | $115.3M | $0 | 11 | 500 |
| Aug 2011 | $115.3M | $0 | $115.3M | -- | -- |
| Aug 2011 | $115.3M | $0 | $115.3M | -- | -- |
| Jul 2011 | $115.3M | $0 | $115.3M | -- | -- |
| Jul 2010 | $128.1M | $0 | $128.1M | -- | -- |
| Sep 2008 | $100.4M | $0 | $100.4M | -- | -- |
| Aug 2007 | $113.1M | $0 | $113.1M | -- | -- |
| Jan 2007 | $100M | $0 | $100M | -- | -- |
| Oct 2005 | $53.3M | $0 | $53.3M | 10 | -- |
| Jan 2005 | $53.3M | $0 | $53.3M | 10 | -- |
| Jun 2004 | $53.3M | $0 | $53.3M | 10 | -- |
| Jan 2004 | $53.3M | $0 | $53.3M | 10 | -- |
| Oct 2003 | $53.3M | $0 | $53.3M | 10 | -- |
DateSep 2025
Total AUM$663.6M
Discretionary$577M
Non-Disc.$86.5M
Employees14
Clients1,371
DateSep 2024
Total AUM$590.7M
Discretionary$518.8M
Non-Disc.$71.9M
Employees15
Clients1,413
DateNov 2023
Total AUM$475.5M
Discretionary$424.9M
Non-Disc.$50.6M
Employees17
Clients1,339
DateAug 2023
Total AUM$475.5M
Discretionary$424.9M
Non-Disc.$50.6M
Employees17
Clients1,339
DateSep 2022
Total AUM$476.4M
Discretionary$458.6M
Non-Disc.$17.8M
Employees17
Clients1,327
DateJan 2022
Total AUM$481.7M
Discretionary$408.9M
Non-Disc.$72.9M
Employees17
Clients913
DateJan 2022
Total AUM$481.7M
Discretionary$408.9M
Non-Disc.$72.9M
Employees17
Clients913
DateSep 2021
Total AUM$481.7M
Discretionary$408.9M
Non-Disc.$72.9M
Employees17
Clients913
DateFeb 2021
Total AUM$340.2M
Discretionary$340.2M
Non-Disc.$0
Employees18
Clients828
DateSep 2020
Total AUM$340.2M
Discretionary$340.2M
Non-Disc.$0
Employees18
Clients828
DateJul 2020
Total AUM$314.2M
Discretionary$314.2M
Non-Disc.$0
Employees18
Clients754
DateJun 2020
Total AUM$314.2M
Discretionary$314.2M
Non-Disc.$0
Employees18
Clients754
DateDec 2019
Total AUM$314.2M
Discretionary$314.2M
Non-Disc.$0
Employees18
Clients754
DateOct 2019
Total AUM$314.2M
Discretionary$314.2M
Non-Disc.$0
Employees18
Clients754
DateOct 2019
Total AUM$314.2M
Discretionary$314.2M
Non-Disc.$0
Employees18
Clients754
DateSep 2019
Total AUM$314.2M
Discretionary$314.2M
Non-Disc.$0
Employees18
Clients712
DateMay 2019
Total AUM$238.9M
Discretionary$238.9M
Non-Disc.$0
Employees15
Clients712
DateMar 2019
Total AUM$238.9M
Discretionary$238.9M
Non-Disc.$0
Employees15
Clients712
DateNov 2018
Total AUM$238.9M
Discretionary$238.9M
Non-Disc.$0
Employees15
Clients712
DateAug 2018
Total AUM$238.9M
Discretionary$238.9M
Non-Disc.$0
Employees15
Clients712
DateJun 2018
Total AUM$238.9M
Discretionary$238.9M
Non-Disc.$0
Employees15
Clients712
DateMay 2018
Total AUM$238.9M
Discretionary$238.9M
Non-Disc.$0
Employees14
Clients712
DateFeb 2018
Total AUM$179.5M
Discretionary$179.5M
Non-Disc.$0
Employees14
Clients650
DateAug 2017
Total AUM$179.5M
Discretionary$179.5M
Non-Disc.$0
Employees14
Clients600
DateJun 2017
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees14
Clients700
DateAug 2016
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees14
Clients700
DateDec 2015
Total AUM$174.8M
Discretionary$174.8M
Non-Disc.$0
Employees14
Clients700
DateNov 2015
Total AUM$174.8M
Discretionary$174.8M
Non-Disc.$0
Employees14
Clients700
DateNov 2015
Total AUM$174.8M
Discretionary$174.8M
Non-Disc.$0
Employees14
Clients700
DateOct 2015
Total AUM$174.8M
Discretionary$174.8M
Non-Disc.$0
Employees14
Clients700
DateAug 2015
Total AUM$174.8M
Discretionary$174.8M
Non-Disc.$0
Employees14
Clients700
DateJul 2015
Total AUM$174.8M
Discretionary$174.8M
Non-Disc.$0
Employees14
Clients700
DateJul 2015
Total AUM$173.1M
Discretionary$173.1M
Non-Disc.$0
Employees13
Clients700
DateJul 2015
Total AUM$173.1M
Discretionary$173.1M
Non-Disc.$0
Employees13
Clients700
DateJul 2014
Total AUM$173.1M
Discretionary$173.1M
Non-Disc.$0
Employees13
Clients700
DateJul 2014
Total AUM$173.1M
Discretionary$173.1M
Non-Disc.$0
Employees13
Clients700
DateOct 2013
Total AUM$148.9M
Discretionary$148.9M
Non-Disc.$0
Employees13
Clients600
DateAug 2013
Total AUM$148.9M
Discretionary$148.9M
Non-Disc.$0
Employees13
Clients600
DateAug 2012
Total AUM$115.2M
Discretionary$115.2M
Non-Disc.$0
Employees11
Clients500
DateFeb 2012
Total AUM$115.3M
Discretionary$115.3M
Non-Disc.$0
Employees11
Clients500
DateFeb 2012
Total AUM$115.3M
Discretionary$115.3M
Non-Disc.$0
Employees11
Clients500
DateAug 2011
Total AUM$115.3M
Discretionary$0
Non-Disc.$115.3M
Employees--
Clients--
DateAug 2011
Total AUM$115.3M
Discretionary$0
Non-Disc.$115.3M
Employees--
Clients--
DateJul 2011
Total AUM$115.3M
Discretionary$0
Non-Disc.$115.3M
Employees--
Clients--
DateJul 2010
Total AUM$128.1M
Discretionary$0
Non-Disc.$128.1M
Employees--
Clients--
DateSep 2008
Total AUM$100.4M
Discretionary$0
Non-Disc.$100.4M
Employees--
Clients--
DateAug 2007
Total AUM$113.1M
Discretionary$0
Non-Disc.$113.1M
Employees--
Clients--
DateJan 2007
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees--
Clients--
DateOct 2005
Total AUM$53.3M
Discretionary$0
Non-Disc.$53.3M
Employees10
Clients--
DateJan 2005
Total AUM$53.3M
Discretionary$0
Non-Disc.$53.3M
Employees10
Clients--
DateJun 2004
Total AUM$53.3M
Discretionary$0
Non-Disc.$53.3M
Employees10
Clients--
DateJan 2004
Total AUM$53.3M
Discretionary$0
Non-Disc.$53.3M
Employees10
Clients--
DateOct 2003
Total AUM$53.3M
Discretionary$0
Non-Disc.$53.3M
Employees10
Clients--