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

Identifiers

SEC RIA File Number 801-107239
SEC ERA File Number 801-107239
SEC CIK Numbers 1761044
SEC CRD Numbers 281732
Legal Entity Identifier None

Principal Office

ONE COLUMBUS CENTER
283 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

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
(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
(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

10502020202120222023202420256 on 3/27/20206 on 6/15/20206 on 3/25/20216 on 10/29/20218 on 3/28/20228 on 3/31/20228 on 10/26/20228 on 3/21/20238 on 3/22/20238 on 3/23/20239 on 3/21/20249 on 3/26/2024

RAUM, Historic

700M350M0202020212022202320242025517457337 on 3/27/2020517457337 on 6/15/2020531089344 on 3/25/2021531089344 on 10/29/2021578249406 on 3/28/2022578249406 on 3/31/2022578249406 on 10/26/2022506557415 on 3/21/2023506557415 on 3/22/2023506557415 on 3/23/2023637181649 on 3/21/2024637181649 on 3/26/2024

No. Clients, Historic

2001000202020212022202320242025135 on 3/27/2020135 on 6/15/2020134 on 3/25/2021134 on 10/29/2021165 on 3/28/2022165 on 3/31/2022165 on 10/26/2022188 on 3/21/2023188 on 3/22/2023188 on 3/23/2023194 on 3/21/2024194 on 3/26/2024

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