Compass Lighthouse Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$88,862,629
Clients
259
Advisors
2
of 2 employees
About
Compass Lighthouse Capital provides investment advisory and financial planning services to individual and high‑net‑worth clients, offering discretionary portfolio management and access to model portfolios managed by third‑party sub‑advisers. The firm assists clients in assessing risk tolerance, selecting appropriate model portfolios, and delivering written financial plans when engaged.
Its investment process emphasizes selection and monitoring of third‑party sub‑advisers, using quantitative and qualitative criteria (performance history, risk‑adjusted returns, manager tenure, and style consistency) and periodic reviews to align managers with client objectives. Clients choose risk categories that are correlated to model portfolios and may grant the firm discretionary authority for implementation, while the firm coordinates custody and trading through institutional platforms.
The firm’s ownership and compensation structure is a notable distinction: it is wholly owned by a bank holding (Iowa State Bank/Vogel Bancshares), an uncommon arrangement for supported firms, and it receives a share of fees from sub‑advisers rather than billing clients directly for those services. Additionally, some advisory personnel are licensed to sell insurance and may receive commission compensation, and the firm currently does not maintain professional liability insurance—features that introduce different conflicts of interest and operational considerations compared with many peers.
Client services
Expertise
Fee options
Financial planning services fixed fee generally ranging from $1,000 to $5,000 (negotiable)
$0 - $500,000: 1.20% $500,001 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.65% $3,000,001 - $5,000,000: 0.45% $5,000,001+: 0.35%
Insurance commissions earned by an affiliated insurance agent; separate and in addition to advisory fees
Account minimum: $250,000
Main office
105 Albany Avenue SE
Orange City IA 51041
Advisors at this office
2
Most active in
Iowa · Texas
Also doing business as
Compass Lighthouse Capital · Compass Lighthouse Capital, LLC · Iowa State Bank
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:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Randy I
CFP®, ChFC®, Series 63, Series 65
Orange City, IA
Compass Lighthouse Capital, LLC
Randy Immeker is a financial advisor with Compass Lighthouse Capital, LLC, holding CFP® and ChFC® designations and over 27 years of industry experience. His prior work includes roles at Northwest Wealth Management, Money Concepts Capital Corp, and PRUCO Securities, LLC. He is also licensed as a health insurance agent. Compass Lighthouse Capital provides investment advisory and financial planning services primarily to individual and high-net-worth clients, focusing on discretionary portfolio management and model portfolios managed by third-party sub-advisers. The firm uses a quantitative and qualitative investment process and is wholly owned by a bank holding company, an uncommon structure among supported firms.
Christopher I
Series 63, Series 65, Series 66
Orange City, IA
Compass Lighthouse Capital, LLC
Christopher Immeker is a financial advisor with Compass Lighthouse Capital, LLC, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His career includes multiple roles within Cetera-affiliated firms and Money Concepts Capital Corp. Outside of advising, he serves on the board of the Orange City Area Health System. Compass Lighthouse Capital provides investment advisory and financial planning services primarily to individual and high-net-worth clients, focusing on discretionary portfolio management through third-party sub-advisers. The firm uses a structured selection and monitoring process for these sub-advisers and operates under a unique ownership model as a wholly owned subsidiary of a bank holding company.
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