# COMPASS CAPITAL CORPORATION

COMPASS CAPITAL CORPORATION of BRAINTREE, MA is an SEC-registered investment adviser.

## Registration

- CRD: 112323
- Type: SEC-registered investment adviser
- SEC file number: 801-21957
- Location: 50 BRAINTREE HILL OFFICE PARK, SUITE 105, BRAINTREE, MA, 02184-8734
- Phone: 781-535-6083
- Latest filing: 2025-09-25
- Regulatory AUM: $663.6M
- Discretionary AUM: $577.0M
- Non-discretionary AUM: $86.5M
- Clients: 14
- Accounts: 1,371

## Business model

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

## Officers, owners & control persons (37)

_Showing 25 of 37 people._

| Name | Role | Location |
| --- | --- | --- |
| WILLIAMS LEE | INVESTMENT ADVISORY REPRESENTATIVE | CENTURY CITY, CA |
| Timothy Francis Shanahan | PRESIDENT | — |
| Scott Stephen Chaisson | SHAREHOLDER | — |
| Tyler Michael Chaisson | CHIEF COMPLIANCE OFFICER | — |
| SHANAHAN TIMOTHY FRANCIS | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| JULIAN RAYMOND CHARLES | SHAREHOLDER; VICE PRESIDENT | — |
| AHERN JOHN RAYMOND | INDIRECT OWNER; VICE PRESIDENT | — |
| BONCALDO PHILIP BART | INVESTMENT ADVISORY REPRESENTATIVE; RIA AGENT | — |
| FOGARTY ROBERT DAVID | INVESTMENT ADVISORY REPRESENTATIVE; RIA AGENT | — |
| KNOWLAN TROY ADAM | INVESTMENT ADVISORY REPRESENTATIVE; RIA AGENT | — |
| DRISCOLL WILLIAM JOSEPH | INVESTMENT ADVISORY REPRESENTATIVE; RIA AGENT | — |
| WINANS BRUCE DONALD | INVESTMENT ADVISOR AGENT AND INDIRECT OWNER; INVESTMENT ADVISORY REPRESENTATIVE; RIA AGENT (+1 more) | — |
| MIAN OMAR J | INVESTMENT ADVISOR AGENT AND INDIRECT OWNER; RIA AGENT; SHAREHOLDER | — |
| WELSH PATRICIA BRYNIARSKI | INVESTMENT ADVISORY REPRESENTATIVE; RIA AGENT | — |
| MCDONOUGH SEAN MICHAEL | RIA AGENT | — |
| GASTALDO JOHN | RIA AGENT | — |
| JOLY WALTER KING | INDIRECT OWNER; INVESTMENT ADVISOR AGENT AND INDIRECT OWNER; RIA AGENT (+1 more) | — |
| LICCIARDELLO THOMAS JOHN | INVESTMENT ADVISOR AGENT AND INDIRECT OWNER; RIA AGENT; SHAREHOLDER | — |
| LIN SARAH | RIA AGENT | — |
| HUBBY ROBERT NEILSON | RIA AGENT | — |
| MANNING THOMAS ROBERT | RIA AGENT | — |
| KAPLAN HARLEY LANCE | RIA AGENT | — |
| SURFACE PAUL ALLAN | RIA AGENT; SHAREHOLDER | — |
| BERNSTEIN JOEL ARTHUR | RIA AGENT | — |
| MORGAN DAVID CHARLES | INVESTMENT ADVISORY REPRESENTATIVE; RIA AGENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112323/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112323/similar
- Related entities: https://search.stillhousedata.com/firm/112323/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112323

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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.