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Compass Capital Management, LLC Employee Directory

Financial ServicesOklahoma, United States2-10 Employees

Compass Capital Management, LLC is an independent registered investment adviser and financial planning firm focused on retirement planning and distribution strategies. It serves retirees and those nearing retirement with personalized service delivered by a team that includes CPAs and CFP registrants. Its approach is built on independent advice tailored to each client and a planning framework they describe as LifePlan that emphasizes ongoing education and regular communication. Tax planning, risk management, estate planning, college funding and investment management are coordinated into a single plan under one personal advisor.

Based in McAlester, Oklahoma, the firm operates as a small financial services practice serving individual clients seeking retirement guidance and coordinated planning. Securities are offered through Cambridge Investment Research, Inc., a broker-dealer; Cambridge and Compass Capital Management, LLC are not affiliated. In February 2025, the firm announced the appointment of Phil Stern as president.

Find Compass Capital Management, LLC employees' phone numbers or email addresses

Compass Capital Management, LLC Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

Compass Capital Management, LLC's Leadership

  • Stylized image of a person
    L. L.
    Assistant To The Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. L.
    Client Relationship Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. C. J.
    Wealth Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. J.
    Principal Broker
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. W.
    Marketing Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. H.
    Associate Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. H.
    Financial Planning Assistant
    Phone icon
    Mobile Phone

Compass Capital Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Compass Capital Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. L.
    Assistant To The Chief Compliance Officer
    Phone icon
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    M. L.
    Client Relationship Manager
    Phone icon
    Mobile Phone
    United StatesOklahoma
    Oct 24, 2025
  • Stylized image of a person
    K. C. J.
    Wealth Manager
    Phone icon
    Mobile Phone
    United StatesOklahoma
  • Stylized image of a person
    K. J.
    Principal Broker
    Phone icon
    Mobile Phone
    United StatesKentucky
    Apr 14, 2026
  • Stylized image of a person
    A. W.
    Marketing Specialist
    Phone icon
    Mobile Phone
    United StatesOklahoma
    Feb 10, 2025
  • Stylized image of a person
    J. H.
    Associate Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesOklahoma
    Jun 10, 2026
  • Stylized image of a person
    S. H.
    Financial Planning Assistant
    Phone icon
    Mobile Phone
    United StatesOklahoma
    Oct 21, 2025

Frequently Asked Questions

What is Compass Capital Management, LLC known for?

Minus sign iconPlus sign iconCompass Capital Management, LLC was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 321 South 3rd Street Suite 4 Mcalester, Oklahoma 74501 United States; you can contact the main corporate office by phone at
+1-918-459-****
. Explore Compass Capital Management, LLC's company overview page for more information.

What is Compass Capital Management, LLC's most common email format?

Minus sign iconPlus sign iconCompass Capital Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Compass Capital Management, LLC email formats with LeadIQ.

How many employees does Compass Capital Management, LLC have currently?

Minus sign iconPlus sign iconCompass Capital Management, LLC has approximately 10 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Compass Capital Management, LLC's key employees and leadership?

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As of June 2026, Compass Capital Management, LLC's key employees include:

  • Assistant To The Chief Compliance Officer: L. L.
  • Client Relationship Manager: M. L.
  • Wealth Manager: K. C. J.
  • Principal Broker: K. J.
  • Marketing Specialist: A. W.

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