# Comperio Retirement Consulting, Inc.

> Comperio Retirement Consulting, Inc. is an SEC-registered investment advisory firm in Cary, NC, registered since 2006, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 140786
- Filed as: COMPERIO RETIREMENT CONSULTING, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cary, NC
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/140786
- AdvisorCensus page: https://advisorcensus.com/firm/comperio-retirement-consulting-inc-cary-nc-140786

## Quick answers

**How is Comperio Retirement Consulting, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Comperio Retirement Consulting, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Comperio Retirement Consulting, Inc. charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 0.25% to 0.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Comperio Retirement Consulting, Inc. located?**
Comperio Retirement Consulting, Inc.'s principal office is in Cary, NC, according to its Form ADV.

**Is Comperio Retirement Consulting, Inc. registered with the SEC or a state?**
Comperio Retirement Consulting, Inc. is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 140786.

**How much does Comperio Retirement Consulting, Inc. manage?**
Comperio Retirement Consulting, Inc. reports $1,985,229,783 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (0% discretionary).

**How have Comperio Retirement Consulting, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Comperio Retirement Consulting, Inc.: Regulatory assets under management: $1,800,000,000 in the October 2021 data and $1,985,229,783 in the October 2026 data, up 10%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Comperio Retirement Consulting, Inc. serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (27).

**Does Comperio Retirement Consulting, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/140786

**What changed in Comperio Retirement Consulting, Inc.'s recent Form ADV filings?**
In the January 2026 filing data: No longer registered or notice-filed in PA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Asset-based fee: 0.25% to 0.5% a year (a range, as the brochure states it)

> This fee is calculated quarterly based on plan assets at the end of the calendar quarter. The fee typically ranges from 0.25% to 0.50%.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $1,985,229,783
- Discretionary: $0
- Non-discretionary: $1,985,229,783

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 27 | $1,985,229,783 |

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2006 (20 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, SC, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- comperiorc.com
- LinkedIn @comperioretirementconsulting

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,800,000,000 | 5 | September 21, 2021 |
| October 2022 | $2,000,919,635 | 5 | February 11, 2022 |
| October 2023 | $1,746,385,093 | 5 | January 27, 2023 |
| October 2024 | $1,900,000,000 | 5 | March 26, 2024 |
| October 2025 | $2,012,151,086 | 4 | June 30, 2025 |
| October 2026 | $1,985,229,783 | 4 | March 30, 2026 |

Regulatory assets under management: $1,800,000,000 in the October 2021 data and $1,985,229,783 in the October 2026 data, up 10%.
Total employees: 5 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### January 2026
- No longer registered or notice-filed in PA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Comperio Retirement Consulting, Inc. (CRD 140786): Form ADV filing data as of October 2026.