9AT: COMPASS CAPITAL MANAGEMENT INC

Adviser Profile

As of Date	03/26/2026
Registration	SEC, Approved, 06/10/1988
ADV Location	MINNEAPOLIS, MN, United States
Contact Info	612 xxxxxxx
Websites

AUM^*	2,556,854,435 21%
of that, discretionary	2,380,281,132 14%
Number of Employees	20 11%
of those in investment advisory functions	10 11%
Private Fund GAV^*	0
Avg Account Size	1,525,569 8%
% High Net Worth	62.75% -1%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser COUNCILMARK ASSET MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM270.8m	#Funds-
Adviser TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM4.2b	#Funds-
Adviser MILLER EQUITY CAPITAL ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM402.5m	#Funds-
Adviser BELMONT CAPITAL GROUP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM931.4m	#Funds-
Adviser EVERSOURCE WEALTH ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund9.4m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV9.4m	AUM5.1b	#Funds1
Adviser ALIGN IMPACT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM715.4m	#Funds-
Adviser POPE ASSET MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM114.8m	#Funds-
Adviser BENCHMARK INVESTMENT ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM329.2m	#Funds-
Adviser COMPLETE ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM84.2m	#Funds-
Adviser THE FUTURE FUND LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM314.4m	#Funds1

Brochure Summary

Overview

A. Firm Description. Compass Capital Management, Inc. (“Compass”) is an SEC-registered investment adviser that has been in business since 1988. Our principal owner is Charles Kelley. SEC registration does not imply a certain level of skill or training. B. Advisory Services. Compass provides discretionary and non-discretionary investment management services using the investment strategies described below in Item 8 to institutional investors, including corporations, corporate & public pension plans, investment partnerships, profit sharing plans, savings investment & 401(k) plans, Taft-Hartley plans, private and public foundations, individual investors and other investment advisors. As a general matter, we will not monitor, advise, or act for you in legal proceedings, including, without limitation, class actions and bankruptcies, involving securities purchased or held in your account. You should

instruct your custodian(s) to promptly forward to you any communications relating to legal proceedings involving such assets. C. Tailored Advice. Investment advisory and financial planning services are based on your needs and objectives as communicated to Compass by you, taking into consideration the nature and amount of all assets you are willing to disclose. Compass will enter into a separate written advisory agreement with each client. Any restrictions on how we manage your account will be reflected in the agreement or in the investment policy statement for your account. Item 16 contains more information concerning our investment discretion. D. Wrap Fee Programs. We do not participate in any wrap fee programs. E. Amount of Client Assets Managed. As of December 31, 2023, we managed $1,918,109,286 in client assets on a discretionary basis and $37,681,110 on a non-discretionary basis.

COMPASS CAPITAL MANAGEMENT INC

COMPASS CAPITAL MANAGEMENT INC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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COMPASS CAPITAL MANAGEMENT INC COMPASS CAPITAL MANAGEMENT INC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

COMPASS CAPITAL MANAGEMENT INC

COMPASS CAPITAL MANAGEMENT INC