COMPTON WEALTH ADVISORY GROUP, LLC
Adviser information for COMPTON WEALTH ADVISORY GROUP, LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Virginia, United States |
Employees
Total Number of Employees | 9 |
---|---|
Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 3 |
Licensed Agents of an Insurance Company | 3 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 389 | $529.9M |
Non-Discretionary | 55 | $107.3M |
Total | 444 | $637.2M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 79 | $24.4M |
HNW Individuals | 89 | $552.5M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 7 | $56.5M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 19 | $3.7M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 10 |
No. of Non-U.S. Clients | 1 |
No. of Financial Planning Clients | 26-50 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
---|---|
Compensation | % of AUMFixed fees |
Principal Office
ONE COLUMBUS CENTER283 CONSTITUTION DRIVE, SUITE 100
VIRGINIA BEACH
VA
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 757-351-0741, Fax: 757-351-0945
Websites
Chief Compliance Officer
NANCY E. RENSHAW
ONE COLUMBUS CENTER
283 CONSTITUTION DRIVE, SUITE 100
VIRGINIA BEACH
VA
United States
Tel:
757-351-0741
Fax:
757-351-0945
N****@****************M
(Full email address available in API data)
Regulatory Contact
MARK COMPTON
MANAGING MEMBER
ONE COLUMBUS CENTER
283 CONSTITUTION DRIVE, SUITE 100
VIRGINIA BEACH
VA
United States
Tel:
757-351-0741
Fax:
757-351-0945
M***@****************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
COMPTON, MARK, ALAN | Individual | – | MANAGING MEMBER | 02/2009 | > 75% |
RENSHAW, NANCY, ELIZABETH | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2024 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 12th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ABBOTT LABS | COM | 1M | 12K | 0 |
ABBVIE INC | COM | 2M | 12K | 0 |
ADOBE INC | COM | 3M | 5K | 0 |
ADVANCED ENERGY INDS | COM | 318K | 3K | 0 |
ALPHABET INC | CAP STK CL A | 7M | 39K | 0 |
ALPHABET INC | CAP STK CL C | 2M | 9K | 0 |
AMAZON COM INC | COM | 6M | 31K | 0 |
AMGEN INC | COM | 704K | 2K | 0 |
ANALOG DEVICES INC | COM | 602K | 3K | 0 |
APPLE INC | COM | 13M | 63K | 0 |
AUTONATION INC | COM | 438K | 3K | 0 |
BANK AMERICA CORP | COM | 3M | 71K | 0 |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4M | 10K | 0 |
BROADCOM INC | COM | 5M | 3K | 0 |
CATERPILLAR INC | COM | 2M | 7K | 0 |
CHECK POINT SOFTWARE TECH LT | ORD | 340K | 2K | 0 |
CHEVRON CORP NEW | COM | 2M | 15K | 0 |
CISCO SYS INC | COM | 2M | 46K | 0 |
COCA COLA CO | COM | 484K | 8K | 0 |
COLGATE PALMOLIVE CO | COM | 228K | 2K | 0 |
COSTCO WHSL CORP NEW | COM | 4M | 4K | 0 |
D R HORTON INC | COM | 317K | 2K | 0 |
DANAHER CORPORATION | COM | 4M | 15K | 0 |
DIMENSIONAL ETF TRUST | US EQUITY ETF | 304K | 5K | 0 |
DOLLAR TREE INC | COM | 4M | 35K | 0 |
ELEVANCE HEALTH INC | COM | 517K | 954 | 0 |
ELI LILLY & CO | COM | 686K | 758 | 0 |
EXXON MOBIL CORP | COM | 224K | 2K | 0 |
FORTIVE CORP | COM | 559K | 8K | 0 |
GALLAGHER ARTHUR J & CO | COM | 413K | 2K | 0 |
GE AEROSPACE | COM NEW | 3M | 20K | 0 |
GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 456K | 6K | 0 |
GE VERNOVA INC | COM | 837K | 5K | 0 |
GROUP 1 AUTOMOTIVE INC | COM | 555K | 2K | 0 |
HCA HEALTHCARE INC | COM | 238K | 742 | 0 |
HENRY SCHEIN INC | COM | 385K | 6K | 0 |
HF SINCLAIR CORP | COM | 225K | 4K | 0 |
HOME DEPOT INC | COM | 3M | 9K | 0 |
ILLINOIS TOOL WKS INC | COM | 945K | 4K | 0 |
INTUIT | COM | 202K | 307 | 0 |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 14M | 86K | 0 |
INVESCO EXCHANGE TRADED FD T | S&P MDCP400 PR | 2M | 51K | 0 |
ISHARES GOLD TR | ISHARES NEW | 950K | 22K | 0 |
ISHARES TR | RUS TOP 200 ETF | 2M | 16K | 0 |
ISHARES TR | RUS TP200 VL ETF | 19M | 252K | 0 |
ISHARES TR | RUS TP200 GR ETF | 30M | 140K | 0 |
ISHARES TR | 1 3 YR TREAS BD | 1M | 14K | 0 |
ISHARES TR | S&P MC 400GR ETF | 727K | 8K | 0 |
ISHARES TR | S&P SML 600 GWT | 237K | 2K | 0 |
ISHARES TR | CORE S&P500 ETF | 1M | 2K | 0 |
ISHARES TR | S&P 500 GRWT ETF | 6M | 65K | 0 |
ISHARES TR | RUS 1000 GRW ETF | 881K | 2K | 0 |
ISHARES TR | RUS MID CAP ETF | 1M | 16K | 0 |
JOHNSON & JOHNSON | COM | 2M | 11K | 0 |
JPMORGAN CHASE & CO. | COM | 6M | 29K | 0 |
KLA CORP | COM NEW | 857K | 1K | 0 |
LOCKHEED MARTIN CORP | COM | 1M | 3K | 0 |
MANHATTAN ASSOCIATES INC | COM | 871K | 4K | 0 |
MASTERCARD INCORPORATED | CL A | 2M | 4K | 0 |
MERCK & CO INC | COM | 2M | 16K | 0 |
MICROSOFT CORP | COM | 10M | 23K | 0 |
MOODYS CORP | COM | 204K | 484 | 0 |
MORGAN STANLEY | COM NEW | 1M | 12K | 0 |
NORFOLK SOUTHN CORP | COM | 296K | 1K | 0 |
NVIDIA CORPORATION | COM | 247K | 2K | 0 |
OCCIDENTAL PETE CORP | COM | 342K | 5K | 0 |
ORACLE CORP | COM | 3M | 19K | 0 |
OREILLY AUTOMOTIVE INC | COM | 692K | 655 | 0 |
PEPSICO INC | COM | 2M | 12K | 0 |
PGIM ETF TR | PGIM ULTRA SH BD | 831K | 17K | 0 |
PROCTER AND GAMBLE CO | COM | 2M | 9K | 0 |
SALESFORCE INC | COM | 2M | 7K | 0 |
SELECT SECTOR SPDR TR | ENERGY | 293K | 3K | 0 |
SPDR GOLD TR | GOLD SHS | 293K | 1K | 0 |
SPDR S&P 500 ETF TR | TR UNIT | 435K | 800 | 0 |
STARBUCKS CORP | COM | 1M | 14K | 0 |
T-MOBILE US INC | COM | 3M | 15K | 0 |
TERADYNE INC | COM | 600K | 4K | 0 |
TEXAS INSTRS INC | COM | 342K | 2K | 0 |
THERMO FISHER SCIENTIFIC INC | COM | 1M | 2K | 0 |
TOWNEBANK PORTSMOUTH VA | COM | 273K | 10K | 0 |
TRANE TECHNOLOGIES PLC | SHS | 623K | 2K | 0 |
UBS GROUP AG | SHS | 667K | 23K | 0 |
UNITEDHEALTH GROUP INC | COM | 5M | 9K | 0 |
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 22M | 311K | 0 |
VANGUARD INDEX FDS | TOTAL STK MKT | 2M | 6K | 0 |
VANGUARD INDEX FDS | VALUE ETF | 16M | 99K | 0 |
VANGUARD INDEX FDS | SM CP VAL ETF | 2M | 8K | 0 |
VANGUARD INDEX FDS | SMALL CP ETF | 15M | 70K | 0 |
VANGUARD INDEX FDS | GROWTH ETF | 3M | 9K | 0 |
VANGUARD INDEX FDS | SML CP GRW ETF | 1M | 5K | 0 |
VANGUARD INDEX FDS | MCAP GR IDXVIP | 9M | 39K | 0 |
VANGUARD INDEX FDS | MCAP VL IDXVIP | 11M | 74K | 0 |
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 44M | 744K | 0 |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 3M | 74K | 0 |
VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 328K | 3K | 0 |
VANGUARD MUN BD FDS | TAX EXEMPT BD | 224K | 4K | 0 |
VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 205K | 4K | 0 |
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 24M | 134K | 0 |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 5M | 110K | 0 |
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 277K | 2K | 0 |
VERALTO CORP | COM SHS | 358K | 4K | 0 |
VISA INC | COM CL A | 3M | 12K | 0 |
WALMART INC | COM | 2M | 31K | 0 |
WASTE MGMT INC DEL | COM | 457K | 2K | 0 |