Compton Wealth Advisory Group, LLC

RIASEC RegisteredEst. 2016

Total AUM

$800M

Discretionary

$650M

81% of AUM

Avg account

$1.6M

Accounts

505

Employees

Advisory reps

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 RIA organized as an LLC and operating since 2016. The firm is owned by an individual and positions itself as a capital allocator that serves both high‑net‑worth individuals and families as well as institutional clients. Its stated advisory capabilities include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, manager selection, and client education through publications and workshops. Fee arrangements are flexible and include asset‑based charges, hourly fees and fixed fees. The firm identifies as an active ESG investor and integrates environmental, social and governance considerations into its process. Compton Wealth also publishes periodic content and runs educational seminars, indicating a client‑education emphasis alongside direct investment management.