Compton Wealth Advisory Group, LLC

RIASEC Registered

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, owner-operated registered investment adviser (SEC registered in 2016) organized as an LLC. The firm serves both individual and family clients as well as institutional accounts and describes itself as a capital allocator, meaning it sources and places client capital with third‑party managers in addition to managing public market portfolios. Its fee arrangements include percentage‑of‑AUM charges alongside hourly and fixed‑fee engagements. Reported advisory services cover financial planning, discretionary portfolio management for individuals and small businesses, pension consulting-related activities (selection of other advisers), and investor education through publications and workshops. The firm also identifies as an active ESG investor, indicating environmental, social, and governance factors are part of its investment consideration set.