Compass Capital Management, LLC
How we got $2.1M
Based on its 8 employees and its payroll, both reported for PPP in 2020 and brought up to date.
What we know
Signs of a sale Unlikely to sell soon
- In business 17 years (since 2009)
- Family in the business (Alexandria Williams, Director of Marketing)
From public records and the company's website, not a statement that it's for sale.
What they do
Compass Capital Management, LLC is a registered investment advisor offering financial planning, investment planning, retirement planning, estate planning, and virtual advisor services. The pages do not explicitly state a client type beyond individuals and families.
From the company's website. Industry: Financial advisors.
Customers & suppliers
Suppliers & brands
- Cambridge Investment Research, Inc · brand it sells or installs
Estimated value over time
▲ 4% since 2020Today's estimate scaled by the headcount reported each year and that year's prices. A trend, not a record of past sale values.
Employees over time
▼ 25% since 2020Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2020 | PPP loan | 8 | $2.7M |
| 2021 | Form 5500 | 6 | $2.0M |
| 2022 | Form 5500 | 6 | $2.0M |
| 2023 | Form 5500 | 5 | $1.7M |
| 2024 | Form 5500 | 5 | $1.7M |
| 2025 | Form 5500 | 6 | $2.0M |
Participants are employees in the company's retirement plan at year end, from its Form 5500 filing with the Department of Labor. They usually run a little under total headcount (part-timers and new hires may not be eligible). Revenue and EBITDA apply this industry's revenue per employee and margin to each year's count.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| COMPASS CAPITAL MANAGEMENT, LLC this business | $2.1M | — |
| CABLE LAW PLLC Mcalester · 4 employees | $2.0M | 0.4 mi |
| INTEGRITY SENIOR BENEFIT ADVISORS, LLC Mcalester · 6 employees | $2.6M | 0.6 mi |
| SANDYLAND ENVIRONMENTAL SERVICES, LLC Allen · 2 employees | $1.5M | 36.6 mi |
| MRS INVESTMENTS, LLC Henryetta · 7 employees | $4.7M | 37.9 mi |
| S ROSE & SONS Stigler · 2 employees | $1.5M | 43.2 mi |
| BULLSEYE WEALTH MANAGEMENT, LLC Muskogee · 1 employees | $441K | 61.2 mi |
The full calculation
| Employees reported to the SBA | 8 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $3.0M |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $1.1M |
| Estimate: the two combined (geometric mean) | $2.1M |
| EBITDA margin (industry, adjusted for size) | 35% |
| EBITDA = revenue × margin | $733K |
Figures are shown toward the upper part of their range rather than at its middle.
Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.
| Estimated value = EBITDA × typical sale multiple | $2.1M |
| Multiple for this size and industry | 2.8× |
| Value range | $1.1M – $2.8M |
| Revenue range | $1.4M – $2.4M |
| EBITDA range | $482K – $835K |
| Industry (NAICS) | Other financial investment activities (523930) |
Low confidence: the employee-based and payroll-based estimates differ by more than 2×.
EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.
Benchmarks: US Economic Census 2022, OK. PPP loans were sized on 2019–2020 payroll, so figures reflect that period. These are statistical estimates, not reported financials. Full methodology
People & advisors
Leadership
- AAAnna AmosExecutive Assistant/Client Service Associate · Company website · source
- LLLeAnn LewisChief Operations Officer · Company website · source
- AWAlexandria WilliamsDirector of Marketing · Company website · source
- MLMichelle LoweClient Relationship Manager · Company website · source
- JHJulie HokitWealth Advisor · Company website · source
- SDSam DeNikeClient Relationship Manager · Company website · source
- STShelby TatumDirector of First Impressions · Company website · source
Advisors
- BankingFirst National Bank & Trust Company of McAlesterPPP / SBA lender
From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.
Banking relationships
| First National Bank & Trust Company of McAlester PPP 2020 | All 248 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/5/2020 | first | $46K | 8 |
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Compass Capital Management, LLC
Compass Capital Management, LLC is a financial advisors company in Mcalester, Oklahoma, in business since 2009. It is owned by Jimmy J. Williams (CEO and President). Its estimated annual revenue is about $2.1M, with roughly $733K of EBITDA. It has about 6 employees. Its estimated business value is $2.1M (likely range $1.1M–$2.8M).
Common questions
- Who owns Compass Capital Management, LLC?
- Compass Capital Management, LLC is owned by Jimmy J. Williams (CEO and President), according to public sources such as the company's website or filings.
- How much revenue does Compass Capital Management, LLC make?
- SeeBITDA estimates Compass Capital Management, LLC's annual revenue at about $2.1M (likely between $1.4M and $2.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Compass Capital Management, LLC worth?
- About $2.1M, roughly 2.8× its estimated EBITDA of $733K, typical for a financial advisors company its size. Likely range: $1.1M–$2.8M.
- How many employees does Compass Capital Management, LLC have?
- About 6, from its 2025 retirement-plan filing.
- When was Compass Capital Management, LLC founded?
- Compass Capital Management, LLC has been in business since 2009.