COMPASS CAPITAL INVESTMENTS LLC

COMPASS CAPITAL INVESTMENTS LLC of FINCASTLE, VA is an SEC-registered investment adviser (CRD 291911). Regulatory assets under management: $14.6M.

Registration

• CRD: 291911
• Type: Registered investment adviser
• Location: 10 W. MAIN ST., FINCASTLE, VA, 24090
• Phone: 540-473-2746
• Latest filing: 2026-02-26
• Regulatory AUM: $14.6M
• Discretionary AUM: $14.6M
• Clients: 3
• Accounts: 151

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 291911 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search