RIA Intel›Advisers›Virginia›COMPASS CAPITAL INVESTMENTS LLC

COMPASS CAPITAL INVESTMENTS LLC

Advisory

FINCASTLE, VA

Data as of Feb 26, 2026 · Source: SEC Form ADV

Average account

$96K

across 151 accounts

AUM per adviser

$5M

3 advisers

Source: SEC Form ADV. Figures as filed Feb 26, 2026.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients138

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, FL, GA, NV, TX, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

138 clients

16 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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