# COMPASS CAPITAL MANAGEMENT INC

COMPASS CAPITAL MANAGEMENT INC of MINNEAPOLIS, MN is an SEC-registered investment adviser.

## Registration

- CRD: 107823
- Type: SEC-registered investment adviser
- SEC file number: 801-32238
- Location: 706 SECOND AVENUE SOUTH, SUITE 400, MINNEAPOLIS, MN, 55402
- Phone: 612-338-4051
- Latest filing: 2026-03-26
- Regulatory AUM: $2.6B
- Discretionary AUM: $2.4B
- Non-discretionary AUM: $176.6M
- Clients: 20
- Accounts: 1,676

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Other

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Charles Kelley | PRINCIPAL/FOUNDER | — |
| Leigh Niebuhr | SENIOR PORTFOLIO MANAGER & CHIEF COMPLIANCE OFFICER | Minneapolis, MN |
| Phillip C Stern | PRESIDENT | — |
| Emily B Kelley | TRUSTEE OF THE EMILY B. KELLEY FAMILY IRREVOCABLE TRUST | — |
| Christopher Charles Kelley | DIRECTOR | — |
| Samuel H Kelley | DIRECTOR | — |
| CARLSON DAVID MORIS | PRINCIPAL/FOUNDER; PRINCIPAL, FOUNDER AND CHIEF COMPLIANCE OFFICER; PRINCIPAL/FOUNDER, PRESIDENT, SECRETARY AND CHIEF COMPLIANCE OFFICER | — |
| KELLEY CHARLES | DIRECTOR; PRINCIPAL/FOUNDER | — |
| WALTZ DALE LOUIS | PRINCIPAL/FOUNDER | — |
| NIEBUHR LEIGH | SENIOR PORTFOLIO MANAGER & CHIEF COMPLIANCE OFFICER | — |
| Stern Phillip C | CHIEF OPERATING OFFICER | — |
| Kelley Emily B | TRUSTEE OF THE EMILY B. KELLEY FAMILY IRREVOCABLE TRUST | — |
| KELLEY SAMUEL H | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107823/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107823/similar
- Related entities: https://search.stillhousedata.com/firm/107823/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107823

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.