Investment adviser · CRD 335041
KOMPASS KAPITAL ADVISORS, LLC
Investment adviser filing (IA)
OVERLAND PARK, KS, United States · Form ADV filed Aug 11, 2026
- Regulatory AUM
- $117M Form ADV · Item 5.F
- Client accounts
- 1 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other clients | Fewer than 5 | $116,628,065 | 100.0% |
Filing source
Form ADV 2125294 · Aug 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 11, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Fixed
Principal office
9800 METCALF AVE., 5TH FLOOROVERLAND PARK, KS, 66212, United States
CRD 335041
Filing source
Form ADV 2125294 · Aug 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.