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Julie A Hokit

Compass Capital Management, LLC

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About Julie A Hokit

Julie Hokit is a financial advisor with Compass Capital Management, LLC. Julie has been in the industry since 2010. Julie's main office is located in MCALESTER, OK. Julie has a Series 6, Series 63, Series 65 and SIE. Julie is also registered to provide investment advisory services in Oklahoma. Julie has experience working with individual clients, charitable organizations and state or municipal government entities. Julie's clients have assets under management totaling approximately $107 million.

Firm Information

Julie Hokit is currently registered with Compass Capital Management, LLC. Compass Capital Management, LLC is a registered investment advisor with over $107 million in assets under management. They offer a range of financial planning, portfolio management, and advisory services to individuals, high-net-worth individuals, charitable organizations, and state or municipal government entities. The firm also participates in wrap fee programs.

$107.28M

Assets Under Management

15

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of fees charged by thrid-party advisor firms

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Julie Hokit’s Registration & Firm History

OK

04/11/2024 - Present

Compass Capital Management, LLC (MCALESTER OK)

OK

05/23/2016 - 07/27/2020

FBL MARKETING SERVICES, LLC (SHAWNEE OK)

OK

08/31/2010 - 05/17/2016

CAMBRIDGE INVESTMENT RESEARCH, INC. (MCALESTER OK)

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Licenses & Designations

IA

Issued 08/23/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/18/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/30/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie A Hokit.
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