SourcingSourcing

COMPASS CAPITAL MANAGEMENT, LLC

B53
CRD 150170·SEC 801-132163·MCALESTER, OK
AUM
$119.0M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$357K
@ 30% margin
Est. Deal Value
$2.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COMPASS CAPITAL MANAGEMENT, LLC
CRD
150170
SEC file #
801-132163
EIN
—
DBA names
—

Economics

AUM
$119.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$107.3M → $119.0M▲ +11%
Client mix
Individuals Other192
Individuals High Net Worth39

Operations

Employees (total)
10
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
1 advisors → 2 advisors▲ +100%
Primary office
MCALESTER OK
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
02/06/2026
ADV-W filed at
—
Website
linkedin.com.company/compass-capital-management-llc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WILLIAMS, JIMMY, JON
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
WILLIAMS, JIMMY, JON
WILLIAMS, DENA, GAYLE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
8
Form 5500 Total Compensation
610,463
Form 5500 Compensation Trajectory 3y
2025610,463
Form 5500 Plan Count Trajectory 3y
20258
Schedule C Total Compensation
610,463
Schedule C Service Provider Rows
8

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1546
Soi Zip Pct 200k Plus
0.0267
Soi Zip Returns 200k Plus
280
Soi Zip Total AGI
606,847
Fdic Zip Total Deposits
24,472,176,000
Fdic Zip Branch Count
331
Fdic Zip Top Banks
First National Bank & Trust Company of McAlester
The Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Pershing4
E*trade4
Fdic Zip Branches Raw
BancFirstMcalester, OK
BancFirstMcalester, OK
Fdic Zip HHI
2798.38
Fdic Zip Top Bank Share Pct
41.14
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI44,110
Returns3,460
Stub 2
AGI102,435
Returns2,810
Stub 3
AGI97,348
Returns1,590
Soi Zip Total Business Income
13,840
Soi Zip Total Cap Gains
15,837
Soi Zip Total Dividends
6,426
Soi Zip Total Returns
10,480
Top Owner CRD
2876631
Trust Company Affiliate
No

People (4)

4
WILLIAMS, JIMMY, JON
IAR · Direct Owner · 87.5%
2876631
WILLIAMS, DENA, GAYLE
Direct Owner · 7.5%
5659334
LEWIS, AMBER, LEANN
IAR · Executive Officer · 2.5%
5467028
JULIE A HOKIT
IAR
5250235