Compton Advisors, LLC

RIASEC Registered
Total AUM
$6.1M
Discretionary
$6.1M
100% of AUM
Avg account
$3.1M
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
126614
Custodians
CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Compton Advisors, LLC is an independent, owner-operated registered investment adviser organized as a limited liability company that focuses on individual and family clients. The firm provides financial planning and portfolio management services for individuals and small businesses, charging either a percentage of assets under management or fixed fees. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 90%, Exchange Traded Equities 10%90%
  • Public Funds/Mutual Funds90%
  • Exchange Traded Equities10%

Contacts

1 of 1
  • John Dutemple

    John Dutemple

    PresidentCRD 4657838

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth