A complete list of active advisors currently associated with Compass Capital Management, LLC

Warmer can help you find a great advisor at Compass Capital Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Compass Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Julie Hokit	McAlester, OK	12
Amber Lewis	McAlester, OK	16
Jimmy Williams	McAlester, OK	26

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.

Find your advisor

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

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support