Data / Investment advisers / Kansas / Kompass Kapital Advisors, LLC
Kompass Kapital Advisors, LLC, Overland Park, KS: $117 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Kompass Kapital Advisors, LLC is an SEC registered investment adviser with its main office in Overland Park, Kansas and reports $117 million in regulatory assets under management in its Form ADV filed August 11, 2026. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 335041
- SEC file number
- 801-132928
- SEC status
- Approved, effective June 5, 2025
- Main office
- 9800 Metcalf Ave. 5th Floor, Overland Park, KS 66212
- Phone
- (913) 381-4044
- Regulatory AUM
- $116,628,065 in the Form ADV filed August 11, 2026
- Non discretionary AUM
- $116,628,065
- Accounts
- 1
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 11, 2026
- SEC record
- Investment Adviser Public Disclosure
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $116.6 million | March 29, 2026 |
| December 1, 2025 | $114.7 million | September 30, 2025 |
Other advisers in Overland Park
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| RSG Investments LLC | Overland Park | $140.5 million | Not listed | adviserinfo.sec.gov |
| Silverhawk Capital Partners, LLC | Overland Park | $138.9 million | 5 | adviserinfo.sec.gov |
| Konza Global Wealth Group | Overland Park | $125.2 million | Not listed | adviserinfo.sec.gov |
| UMB Private Wealth Management, LLC | Overland Park | $124.7 million | 4 | adviserinfo.sec.gov |
| Beyond Wealth | Overland Park | $122.5 million | Not listed | adviserinfo.sec.gov |
| Engage Wealth Advisors, LLC | Overland Park | $112.1 million | Not listed | adviserinfo.sec.gov |
| Allos Investment Advisors, LLC | Overland Park | $73.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Overland Park, KS
- Investment advisers in Kansas
- Advisers with $100 million to $500 million in AUM
- Kompass Kapital Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.