COMPASS CAPITAL MANAGEMENT, LLC
CRD #150170 SEC #801-132163 MCALESTER, OK 918-423-3222
SEC Registered
Total AUM
$107.3M
Discretionary
$107.3M
Employees
9
Clients
101
Accounts
467
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oklahoma
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 21, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LEWIS, AMBER, LEANN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LEWIS, AMBER, LEANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, AMBER, LEANN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LEWIS, AMBER, LEANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, AMBER, LEANN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LEWIS, AMBER, LEANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEWIS, AMBER, LEANN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LEWIS, AMBER, LEANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, JIMMY, JON | I | MANAGING MEMBER | E | Control |
| WILLIAMS, JIMMY, JON | I | MANAGING MEMBER | E | Control |
| WILLIAMS, JIMMY, JON | I | MANAGING MEMBER | E | Control |
| WILLIAMS, JIMMY, JON | I | MANAGING MEMBER | E | Control |
| WILLIAMS, DENA, GAYLE | I | MEMBER | A | |
| WILLIAMS, DENA, GAYLE | I | MEMBER | A | |
| WILLIAMS, DENA, GAYLE | I | MEMBER | A | |
| WILLIAMS, DENA, GAYLE | I | MEMBER | A |
Registrations
Federal
IA
Oct 21, 2025 REGISTERED
Notice Filings (3)
AR OK TX
Address
215 E. CHOCTAW AVENUESUITE 101
MCALESTER, OK 74501
United States
Phone: 918-423-3222