COMPTON WEALTH ADVISORY GROUP, LLC

RIASEC RegisteredEst. 2016
Total AUM
$800M
Discretionary
$650M
81% of AUM
Avg account
$1.6M
Accounts
505
Employees
10
Advisory reps
5

Firm details

Headquarters
VIRGINIA BEACH, Virginia
CRD number
281732
Registered since
April 1, 2016
Website
www.comptonwealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI90.28%
  • Charitable Organizations6.14%
  • Individuals3.22%
  • Corporations / Businesses0.36%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Compton Wealth Advisory Group, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2016 under individual ownership. The firm serves both individual and family clients as well as institutional clients, offering a mix of financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of third-party advisers. It also produces periodicals and runs educational seminars and workshops. Compensation is delivered through a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements. The firm identifies as a capital allocator and reports being an active ESG investor, which suggests ESG considerations are incorporated into its manager selection and portfolio construction processes.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 47%, Exchange Traded Equities 31%, Cash & Cash Equivalents 8%, Private Funds 7%, US Government Bonds 2%, State & Local Bonds 2%, Non-Exchange Traded Equities 1%, Investment Grade Corp Bonds 1%, Other 1%47%
  • Public Funds/Mutual Funds47%
  • Exchange Traded Equities31%
  • Cash & Cash Equivalents8%
  • Private Funds7%
  • US Government Bonds2%

Owners & executives

2 of 2

  • NANCY RENSHAW

    Chief Compliance OfficerCRD 2667562

  • SHANNON GEYER

    Chief Financial OfficerCRD 6719355

Contacts

3 of 3

  • MARK COMPTON

    Private Wealth AdvisorCRD 4132908

  • ROBERT FULTON

    Private Wealth AdvisorCRD 2971649

  • TIMOTHY STIFFLER

    Portfolio AnalystCRD 6504880

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 31

Active vs passive

$326M in ETFs

Passive

81%

$264M

Active

5%

$62M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND (VEU)VanguardPassiveForeign Large Blend$56.7M745,67017.38%
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Location

Primary office

VIRGINIA BEACH, VA

VIRGINIA BEACH CITY

Location

VIRGINIA BEACH, VA

Headquartered in VIRGINIA BEACH, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.

Metro area
Virginia Beach-Norfolk, VA-NC
Region
South
County
VIRGINIA BEACH CITY
Address
1 Columbus Ctr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth