KK
Kompass Kapital Advisors, Llc
SEC-registered
Investment Adviser · Small ($100M–$1B)
CRD 335041
· SEC file 801-132928
· Overland Park, KS
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ADV data as of Mar 29, 2026
- Regulatory AUM
- $117M
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 1
- Employees
- 2
AUM over time
$115M
$117M
Sep 30, 2025
Mar 29, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other | Fewer than 5 clients | $117M | 100.0% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eric R Braun | Registered representative | Jun 2025 (1y) | ||
| Connor Eugene Heying | Registered representative | Jun 2026 (0y) | ||
| Jeff William Konnesky | Registered representative | Jun 2026 (0y) | ||
| Kyle Andrew Berger | Registered representative | Jun 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/29/2026 | 853 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 29, 2026.
View current Form ADV (SEC/IAPD) ↗