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Compton Advisors, LLC

Compton Advisors, LLC. CRD 126614

Compton Advisors, LLC logo

CRD: 126614

Compton Advisors, LLC

$6.1M Total AUM
$6.1M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
22 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Vanguard
Clients
Retail
Platforms
Available
Established Date
09-24-2003
Office Locations
1

Office Locations

-- St. Louis MO

About Compton Advisors, LLC

Compton Advisors, LLC is a Missouri state-registered RIA based in St. Louis serving retail investors, including retirees, with financial planning alongside tax planning and insurance guidance. The firm emphasizes asset allocation and active management, implementing portfolios primarily with mutual funds and ETFs. Client assets are custodied at Charles Schwab and Vanguard, and the firm publishes a quarterly newsletter, The Advisors' Outlook.

Team overview

-- AVG AGE
$6.1M AVG AUM / ADVISOR
$680.8K AVG AUM / CLIENT
22.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age

Insights

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Asset Classes

Available

Client Personas

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Custodian

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Fund Managers

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

J

JOHN ISAAC DUTEMPLE

President

CRD
#4657838
Ownership
75% or more
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $6,126,968 --
Non-Discretionary $0 --
Total $6,126,968 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Public Funds:
Available
Equity - Exchange:
Available
Asset class Assets Assets %
Public Funds Available Available
Equity - Exchange Available Available
Total Available Available

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