RIA Intel›Advisers›Iowa›COMPASS LIGHTHOUSE CAPITAL, LLC

COMPASS LIGHTHOUSE CAPITAL, LLC

Advisory

ORANGE CITY, IA

Data as of Feb 10, 2026 · Source: SEC Form ADV

Rank in IA

#124

of 154 advisers by AUM

Average account

$348K

across 262 accounts

AUM per adviser

$46M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 10, 2026.

Total AUM

$91M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$91M

Discretionary AUM$91M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients262

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIA, TX

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

262 clients

20 high-net-worth

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

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Advisers of similar size in IA

Closest by assets under management. All figures from Form ADV.

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FENCL ADVISORY SERVICES, LLC

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$102M

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