Compass Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Compass Capital Management advises individual and high‑net‑worth clients as well as pension/profit‑sharing plans, trusts, estates and business entities, providing financial planning (with an emphasis on retirement distribution planning) and ongoing asset management. Asset management is delivered through Cambridge’s WealthPort wrap programs, including an advisor‑directed option and the Cambridge Asset Allocation Platform (CAAP).
The firm’s investment process combines strategic asset allocation with tactical overlays and uses fundamental, cyclical and technical analysis to shape timing and sector exposure, with portfolios rebalanced periodically. For CAAP accounts the firm works with model portfolio strategists and has the authority to select and replace sub‑advisers, and it manages accounts on a discretionary basis for clients who grant trading authority.
A number of operational and practice features distinguish the firm from many peers: it participates in a wrap‑fee program (WealthPort/CAAP) rather than only advising on standalone brokerage accounts, offers recurring educational workshops and seminars aimed at clients and other professionals, and its principal is a licensed CPA who presents programs to other CPAs. The firm also highlights relationships with institutional retirement plan clients and includes municipal securities among its investable instruments, and it recently transitioned from state to SEC registration.
Client services
Expertise
Demographic focus
Fee options
LifePlan Builder Service fixed fee: $228 (prepaid) or $263.88 annually in monthly or quarterly installments
$1 - $100,000: 1.75% annually $100,001 - $700,000: 1.50% annually $700,001 - $1,000,000: 1.25% annually $1,000,001 - $25,000,000: 1.00% annually $25,000,001+: 0.80% annually
$250 per hour for financial planning services not involving asset management
Account minimum: $25,000 minimum for Asset Management Services, exceptions may be granted at firm's discretion Minimum fee: CAAP program has an annual minimum program fee of $250 per account Fee-only: Financial Planning Services hourly fee: $250/hour; LifePlan Builder Service fixed fee: $228 (prepaid) or $263.88 annually in installments
Main office
215 E. Choctaw Avenue, Suite 101
McAlester OK 74501
Advisors at this office
3
Most active in
Arkansas · Oklahoma · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Julie H
Series 63, Series 65
McAlester, OK
Compass Capital Management, LLC
Julie Hokit is a financial advisor with Compass Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her background includes roles at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc., as well as ownership of independent insurance and financial services businesses. She volunteers as secretary for the Shawnee High School Baseball Booster Club. Compass Capital Management advises individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities, focusing on retirement distribution planning and asset management through Cambridge’s WealthPort wrap programs. The firm’s investment approach combines strategic asset allocation with tactical overlays and uses a range of analysis techniques, managing portfolios on a discretionary basis for clients with trading authority.
Jimmy W
Series 63, Series 65
McAlester, OK
Compass Capital Management, LLC
Jimmy Williams is a financial advisor with Compass Capital Management, LLC in McAlester, Oklahoma, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Cambridge Investment Research, Inc. and Asset & Investment Advisors, Inc. Prior to and alongside his advisory role, Williams leads a CPA firm providing tax and accounting services and hosts a weekly podcast focused on motivation and relationships. He also serves on multiple boards including the Oklahoma Employees Insurance and Benefits Board and the Friendship Church of the Nazarene. Compass Capital Management advises individual and high-net-worth clients as well as pension/profit-sharing plans, trusts, estates, and business entities. The firm provides financial planning with an emphasis on retirement distribution and ongoing asset management through Cambridge’s WealthPort wrap programs, utilizing a combination of strategic asset allocation, tactical overlays, and fundamental, cyclical, and technical analysis.
Amber L
Series 63, Series 65
McAlester, OK
Compass Capital Management, LLC
Amber Lewis is a financial advisor with Compass Capital Management, LLC in McAlester, OK. She holds Series 63 and Series 65 credentials and has 16 years of industry experience. Her prior experience includes work at Cambridge Investment Research, INC since 2010. Compass Capital Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm combines strategic asset allocation with tactical overlays and employs a range of analytical methods to manage portfolios, offering financial planning with an emphasis on retirement distribution planning and ongoing asset management through wrap programs.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)