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Compton Wealth Advisory Group, LLC

Virginia Beach, VASEC-registered investment adviserCRD 281732

Filed as COMPTON WEALTH ADVISORY GROUP, LLC

Compton Wealth Advisory Group, LLC is an SEC-registered investment advisory firm in Virginia Beach, VA, registered since 2016, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 30, 2026.

10 years
registered since 2016
$800,333,362
assets under management
3 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Compton Wealth Advisory Group, LLC compensated?

On its Form ADV (Item 5.E, October 2026), Compton Wealth Advisory Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

Where is Compton Wealth Advisory Group, LLC located?

Compton Wealth Advisory Group, LLC's principal office is in Virginia Beach, VA, according to its Form ADV.

Is Compton Wealth Advisory Group, LLC registered with the SEC or a state?

Compton Wealth Advisory Group, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 281732.

How much does Compton Wealth Advisory Group, LLC manage?

Compton Wealth Advisory Group, LLC reports $800,333,362 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (81% discretionary).

How have Compton Wealth Advisory Group, LLC's assets and staff changed since 2021?

In the Form ADV data for Compton Wealth Advisory Group, LLC: Regulatory assets under management: $531,089,344 in the October 2021 data and $800,333,362 in the October 2026 data, up 51%. Total employees: 6 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Compton Wealth Advisory Group, LLC serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (112); individuals (other than high net worth individuals) (92); corporations or other businesses not listed above (20).

Which custodians does Compton Wealth Advisory Group, LLC use?

Compton Wealth Advisory Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

Does Compton Wealth Advisory Group, LLC 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/281732

What changed in Compton Wealth Advisory Group, LLC's recent Form ADV filings?

In the July 2026 filing data: Registered or notice-filed in NE.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

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

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies. See the firm's brochure (dated March 24, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$800,333,362

$800,333,362 as of October 2026, filing dated June 30, 2026.

Discretionary: $649,736,139.Non-discretionary: $150,597,223.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 92 Assets $25,793,527 (3%)
High net worth individuals
Clients 112 Assets $722,543,692 (90%)
Charitable organizations
Clients 8 Assets $49,106,292 (6%)
Corporations or other businesses not listed above
Clients 20 Assets $2,889,851 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2016 (10 years)
Employees
Total: 10. Performing investment advisory functions: 3.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

States registered or notice-filed
5 states or jurisdictions
FLNCNETXVA

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$531M 2021 $578M 2022 $507M 2023 $637M 2024 $720M 2025 $800M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$800,333,36210June 30, 2026
October 2025$720,063,8159March 26, 2025
October 2024$637,181,6499August 19, 2024
October 2023$506,557,4158March 23, 2023
October 2022$578,249,4068March 31, 2022
October 2021$531,089,3446March 25, 2021

Regulatory assets under management: $531,089,344 in the October 2021 data and $800,333,362 in the October 2026 data, up 51%.

Total employees: 6 in October 2021 and 10 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. July 2026
    • Registered or notice-filed in NE.
  2. April 2026
    • Regulatory assets under management went from $720,063,815 to $800,333,362 (+11%).
    • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
comptonwealth.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Compton Wealth Advisory Group, LLC (CRD 281732): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/compton-wealth-advisory-group-llc-virginia-beach-va-281732