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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-10-1988
- Office Locations
- 3
Office Locations
About Compass Capital Management INC
Compass Capital Management is an independent, fiduciary wealth and investment manager focused on building long-term portfolios for a limited number of clients with direct access to experienced portfolio managers. The firm emphasizes equally weighted, high-quality individual stocks selected for growth at compelling valuations, paired with allocations to high-quality bonds for income, liquidity, and capital preservation. A notable differentiator: the team invests alongside clients in the same strategy.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHARLES KELLEY
FOUNDER, Principal
- CRD
- #2660411
- Ownership
- 50% but less than 75%
Emily B Kelley
Senior Administrative Assistant
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 6 owners & executives
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Elizabeth Clare Alward
Relationship Manager
- CRD
- #7923221
RISHI BISWAS
Portfolio Manager
- CRD
- #5809326
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,380,281,132 | $1,490,470 |
| Non-Discretionary | $176,573,303 | $2,235,105 |
| Total | $2,556,854,435 | $1,525,569 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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