CRD: 150170
Compass Capital Management, LLC
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- Custodian
- Fidelity/NFS ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between October 27, 2025 and February 6, 2026, reported AUM increased 10.9%, from $107.3M to $119.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 239 clients, or 119.5 clients per representative. That equates to $497.9K in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on February 6, 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
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
Associate Wealth Advisor
- 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
SMA allocation detail is available
Compass Capital Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2025
Review the latest reported holdings
Compass Capital Management, LLC's 13F holdings detail is available for Q1 2025, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.