CRD: 150170
Compass Capital Management, LLC
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- Custodian
- Fidelity/NFS ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-2009
- Office Locations
- 1
Office Locations
About Compass Capital Management, LLC
Compass Capital Management, LLC is an Oklahoma-based RIA serving individuals and families, with offices in McAlester and Tulsa. The team provides investment and retirement planning, financial planning, and coordinated estate planning, plus ongoing portfolio management. The investment approach emphasizes diversified public funds/index funds and ETFs with tax-efficient positioning. CEO Jimmy J. Williams holds CPA/PFS and CFP credentials; custody includes Pershing.
Team overview
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Investment Themes
Investment Vehicles
Platform
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Owner & Executives
JIMMY JON WILLIAMS
Managing Member
- CRD
- #2876631
- Ownership
- 75% or more
DENA GAYLE WILLIAMS
--
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 3 owners & executives
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JULIE A HOKIT
--
- CRD
- #5250235
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $118,999,578 | $246,887 |
| Non-Discretionary | $0 | -- |
| Total | $118,999,578 | $246,887 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| 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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