PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Compton Wealth Advisory Group, LLC

● SEC registered since 2016CRD 281732SEC# 801-107239Virginia Beach, VA
Export (members)
Reg. AUM
$800.3M
Employees
10
Accounts
505
Location
Virginia Beach, VA

Compton Wealth Advisory Group, LLC assets under management

Compton Wealth Advisory Group, LLC is an SEC-registered investment adviser based in Virginia Beach, VA. The firm has been registered since 2016. It reports $800.3 million in regulatory assets under management and employs 10 people.

Compton Wealth Advisory Group, LLC owners & executives

3 reported
NameTitleOwnershipSince
Mark Alan Compton ControlManaging MemberOver 75%2009
Nancy Elizabeth Renshaw ControlChief Compliance OfficerUnder 5%2024
Shannon Ward Geyer ControlChief Financial OfficerUnder 5%2026

Frequently asked questions

How much does Compton Wealth Advisory Group, LLC manage?

Compton Wealth Advisory Group, LLC reports $800.3 million in regulatory assets under management on its Form ADV.

How many employees does Compton Wealth Advisory Group, LLC have?

Compton Wealth Advisory Group, LLC reports 10 employees.

Where is Compton Wealth Advisory Group, LLC located?

Compton Wealth Advisory Group, LLC is based in Virginia Beach, VA and has been SEC-registered since 2016.

Does Compton Wealth Advisory Group, LLC disclose fund performance?

Compton Wealth Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1 Columbus Center, 283 Constitution Drive, Suite 100, Virginia Beach, VA 23462
Phone757-351-0741
Fax757-351-0945
Office hours8:30 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1761044
Discloses disciplinary historyNo

Regulatory AUM

$800.3M▲ 11%
Mar '25 — $720.1MApr '25 — $720.1MMay '25 — $720.1MJun '25 — $720.1MJul '25 — $720.1MAug '25 — $720.1MSep '25 — $720.1MOct '25 — $720.1MNov '25 — $720.1MDec '25 — $720.1MJan '26 — $720.1MFeb '26 — $720.1MMar '26 — $800.3MApr '26 — $800.3MMay '26 — $800.3MJun '26 — $800.3M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers

Assets under management

$800.3Mregulatory AUM
Discretionary $649.7MNon-discretionary $150.6M