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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between July 15, 2025 and March 26, 2026, reported AUM increased 0.6%, from $2.5B to $2.6B.
Across 5 reported observations, AUM increased 22.6% between March 28, 2022 and March 26, 2026, from $2.1B to $2.6B.
Of the latest reported AUM, 93.1% is discretionary and 6.9% is non-discretionary.
The firm reports 10 advisory representatives and 443 clients, or 44.3 clients per representative. That equates to $5.8M in reported AUM per client.
The profile lists 3 reported office locations and 38 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Compass Capital Management INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Compass Capital Management INC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Compass Capital Management INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.