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Advisor

Rishi Biswas

Compass Capital Management · Minneapolis, Minnesota

Rishi Biswas is a fee-only financial advisor at Compass Capital Management in Minneapolis, Minnesota. Compass Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only

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Facts

FirmCompass Capital Management
Based in Minneapolis, Minnesota
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Assets under management$2.56B across 1,676 accounts
SEC registration Investment adviser representative in MN · CRD 5809326
Exams passedSeries 65 (2025)
Firm size20 employees
Disclosures None reported
Websitewww.compasscap.com

How Rishi's firm compares

  • Compass Capital Management's average account is about $1.5 million, from its Form ADV (assets managed divided by 1,676 accounts).

What fee-only advisors charge in Minnesota

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Questions about Rishi

Is Rishi Biswas a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Rishi holds no broker registration, and Compass Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Rishi charge for financial advice?

Rishi's firm, Compass Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is Rishi Biswas based?

Rishi Biswas is based in Minneapolis, Minnesota.

Is Rishi Biswas registered with the SEC?

Yes. Rishi Biswas is registered as an investment adviser representative in MN (CRD 5809326), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Compass Capital Management manage?

Compass Capital Management reports $2.56B across 1,676 accounts in assets under management.

How do I contact Rishi Biswas?

Through Rishi's website, www.compasscap.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Other fee-only advisors in Minneapolis

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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