Comperio Retirement Consulting, Inc.
● SEC registered since 2006CRD 140786SEC# 801-66831Cary, NC
Reg. AUM
$1.99B
Employees
4
Accounts
32
Location
Cary, NC
Comperio Retirement Consulting, Inc. assets under management
Comperio Retirement Consulting, Inc. operates as an SEC-registered investment adviser based in Cary, NC. The firm has been registered since 2006. It reports $2 billion in regulatory assets under management and employs 4 people.
Comperio Retirement Consulting, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Richard Sotell Control | Managing Director, President, Chief Compliance Officer & Treasurer | Over 75% | 2006 |
Frequently asked questions
How much does Comperio Retirement Consulting, Inc. manage?
Comperio Retirement Consulting, Inc. reports $2 billion in regulatory assets under management on its Form ADV.
How many employees does Comperio Retirement Consulting, Inc. have?
Comperio Retirement Consulting, Inc. reports 4 employees.
Where is Comperio Retirement Consulting, Inc. located?
Comperio Retirement Consulting, Inc. is based in Cary, NC and has been SEC-registered since 2006.
Does Comperio Retirement Consulting, Inc. disclose fund performance?
Comperio Retirement Consulting, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2500 Regency Parkway, Cary, NC 27518 |
| Phone | 919-401-3500 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.99B▼ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$1.99Bregulatory AUM
Discretionary $0Non-discretionary $1.99B