Compton Wealth Advisory Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, publishing newsletters, educational seminars, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 51–100 clients last fiscal year.
Compton Wealth Advisory Group reports 232 clients. They include 112 high-net-worth individuals, 92 individual clients, and 20 corporations and other businesses. Of its assets, 81.2% ($650M across 455 accounts) are managed with discretion; $151M across 50 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 40% | 3% |
| High-net-worth individuals | 48% | 90% |
| Charitable organizations | 3% | 6% |
| Corporations and other businesses | 9% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 92 | $25.8M | 3.2% | $280K |
| High-net-worth individuals | 112 | $723M | 90.3% | $6.45M |
| Charitable organizations | 8 | $49.1M | 6.1% | $6.14M |
| Corporations and other businesses | 20 | $2.89M | 0.4% | $144K |
| Total | 232 | $800M | 100% | $3.45M |
- Clients
- 92
- Regulatory AUM
- $25.8M
- AUM share
- 3.2%
- Avg. per client
- $280K
- Clients
- 112
- Regulatory AUM
- $723M
- AUM share
- 90.3%
- Avg. per client
- $6.45M
- Clients
- 8
- Regulatory AUM
- $49.1M
- AUM share
- 6.1%
- Avg. per client
- $6.14M
- Clients
- 20
- Regulatory AUM
- $2.89M
- AUM share
- 0.4%
- Avg. per client
- $144K
Total
- Clients
- 232
- Regulatory AUM
- $800M
- AUM share
- 100%
- Avg. per client
- $3.45M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Compton Wealth Advisory Group charges 0.70%–1.00% a year for its Investment Advisory and Management Services. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Family Office Services
- Family office services are charged under a separate written agreement at a tiered 0.20% to 0.65% of average daily assets under management during the previous quarter.
- Stand-Alone Financial Planning and Consulting
- Stand-alone financial planning and consulting is billed at $150 to $450 an hour, negotiable depending on the scope and complexity of the service.
Mark Compton owns 75% or more of Compton Wealth Advisory Group. The leadership team of Compton Wealth Advisory Group includes Chief Financial Officer Shannon Geyer and Chief Compliance Officer Nancy Renshaw. It has 10 employees, 3 of them in advisory roles.
Staff
- 10 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 insurance agents
- Owns 75% or more of Compton Wealth Advisory Group, LLC
Mark Compton
Control person · since February 2009
Compton Wealth Advisory Group’s regulatory assets grew 1.5× from $531M (March 2021) to $800M (June 2026); clients rose from 134 to 232 and employees from 6 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $800M | 232 | 10 | 1 |
| Mar 2025March 2025 | $720M | 231 | 9 | 1 |
| Mar 2024March 2024 | $637M | 194 | 9 | 1 |
| Mar 2023March 2023 | $507M | 188 | 8 | 1 |
| Mar 2022March 2022 | $578M | 165 | 8 | 1 |
| Mar 2021March 2021 | $531M | 134 | 6 | 1 |
Besides its headquarters, Compton Wealth Advisory Group has 0 offices, with 1 listed address in 1 state.
Virginia · 1 listed address
- 1 Columbus Center, 283 Constitution Drive, Suite 100, Virginia BeachHQ
Contact and registration details
- Legal name
- Compton Wealth Advisory Group, LLC
- Headquarters
- 1 Columbus Center, 283 Constitution Drive, Suite 100, Virginia Beach, VA 23462
- Website
- comptonwealth.com
- Phone
- 757-351-0741
- SEC file
- 801-107239
- Founded
- 2009
- Structure
- Virginia LLC
- Fiscal year end
- December
Compton Wealth Advisory Group’s named custodian for separately managed accounts is Charles Schwab ($786M). Compton Wealth Advisory Group has custody of $283M for 88 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $786M100%
At year end, Compton Wealth Advisory Group’s separately managed accounts were mostly in funds (54%) and stocks (32%). Its reported 13F holdings for the quarter ended 30 June 2026 total $495M across 83 positions; the largest are Vanguard Intl Equity Index F (12.2%), iShares TR (6.8%) and Vanguard Specialized Funds (5.9%).
What the accounts hold
- Stocks32%
- Exchange-traded equities31%
- Non-exchange-traded equities1%
- Funds54%
- Registered funds47%
- Pooled vehicles7%
- Bonds5%
- U.S. government and agency bonds2%
- State and local bonds2%
- Investment grade corporate bonds1%
- Cash8%
- Other1%
- Annuity products1%
How many clients does Compton Wealth Advisory Group have?
Compton Wealth Advisory Group has 232 clients and manages $800 million for them, as of June 2026. They include 112 high-net-worth individuals, 92 individual clients, and 20 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 June 2026
What services does Compton Wealth Advisory Group offer?
Compton Wealth Advisory Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, publishing newsletters, educational seminars, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Compton Wealth Advisory Group charge?
Compton Wealth Advisory Group charges 0.70%–1.00% a year for its Investment Advisory and Management Services. The fee is billed in arrears and is negotiable.
Source: COMPTON WEALTH ADVISORY GROUP ADV PART 2A 3.26.25, filed 24 March 2026
Which custodians does Compton Wealth Advisory Group use?
Compton Wealth Advisory Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $786M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 June 2026
How many financial advisors does Compton Wealth Advisory Group have?
Compton Wealth Advisory Group has 3 investment adviser representatives registered with state securities authorities, out of 10 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Compton Wealth Advisory Group invest in?
At the end of its last fiscal year, Compton Wealth Advisory Group’s separately managed accounts held 47% registered funds (mutual funds, ETFs, BDCs), 31% exchange-traded equities, 8% cash and equivalents, 7% pooled vehicles (private funds and similar), 2% U.S. government and agency bonds, 2% state and local bonds, 1% non-exchange-traded equities, 1% investment grade corporate bonds and 1% other. The 1% other category is described as: Annuity Products.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Compton Wealth Advisory Group?
Compton Wealth Advisory Group’s direct owner is Mark Compton (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 June 2026
How does Compton Wealth Advisory Group get paid?
Compton Wealth Advisory Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Compton Wealth Advisory Group?
Compton Wealth Advisory Group’s main office is at 1 Columbus Center, 283 Constitution Drive, Suite 100, Virginia Beach, VA 23462. Its phone number is 757-351-0741. Its website is comptonwealth.com.