Compton Wealth Advisory Group, LLC
SEC RegisteredCREATE YOUR OWN PATH
About the firm
Compton Wealth is a fully independent Registered Investment Adviser specializing in multi-generational family planning and asset protection strategies. The firm works with a limited number of clients, offering a highly individualized, thorough, and client-focused process. As a fiduciary, Compton Wealth is legally obligated to put clients' interests ahead of its own.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth management including personalized investment strategy, retirement planning, family financial planning (education and life events), multi-generational family planning, and asset protection strategies.
Who they serve
High net worth individuals and their families, including successful professionals who have accumulated assets and are ready to plan for the future.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 92 | $26M |
| High Net Worth Individuals | 112 | $723M |
| State/Municipal Entities | 8 | — |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Next $2,000,000 | 0.90% |
| Next $3,000,000 | 0.80% |
| Next $4,000,000 | 0.70% |
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Compton Wealth Advisory Group, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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