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Compton Wealth Advisory Group, LLC

Compton Wealth Advisory Group, LLC. CRD 281732

Compton Wealth Advisory Group, LLC logo

CRD: 281732

Compton Wealth Advisory Group, LLC

Virginia Beach, VA, 23462
7573510741
www.comptonwealth.com
$800.3M Total AUM
$649.7M Disc. AUM
15.1% 3Y CAGR
10 Employees
232 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
American Funds ยท Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Meridian fusion
Established Date
04-01-2016
Office Locations
1

Office Locations

1 Columbus Center 283 Constitution Drive, Suite 100 Virginia Beach VA

About Compton Wealth Advisory Group, LLC

Compton Wealth Advisory Group is a Virginia Beach-based RIA providing comprehensive wealth management for families, with an emphasis on multi-generational planning and asset-protection strategies. Services include personalized investment strategy, retirement planning, and education/life-event planning. Portfolios use public funds and ETFs alongside fixed income and select alternatives. The firm emphasizes transparent fee conversations and acts as a fiduciary.

Team overview

47 AVG AGE
$266.8M AVG AUM / ADVISOR
$3.4M AVG AUM / CLIENT
4.3 yrs AVG TENURE
10 Employees
3 Advisory Reps
3 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Zenith Capital Meridian delta Ember Atlas catalyst

Custodian

Oak focus Pioneer wave Fusion Wave

Investment Themes

Harbor vital Peak Zenith summit Foundation Insight

Investment Vehicles

Vital Ember

Platform

Legacy beacon

Services

Capital Radial glacier Unison optima Fusion insight Eagle fusion Meridian

Technology

Delta

Owner & Executives

M

MARK ALAN COMPTON

Chief Compliance Officer, Managing Member, Private Wealth Advisor

CRD
#4132908
Ownership
75% or more
(704) 842-5406
catalyst.frontier@vertexcapital.com
in linkedin.com/in/glacier-foundation
S

SHANNON WARD GEYER

Chief Financial Officer

CRD
--
Ownership
Less than 5%
(285) 783-8230
ember.unison@foundationcapital.com
in linkedin.com/in/capital-beacon
Q

Quantum vertex

Meridian eagle focus

CRD
#44026
Ownership
39.7%
(499) 761-8103
radial.delta@eaglecapital.com
in linkedin.com/in/vertex-prime

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Contacts

R

ROBERT JUSTIN FULTON

--

CRD
#2971649
(693) 285-4751
matrix.harbor@matrixcapital.com
in linkedin.com/in/summit-north
T

TIMOTHY JOHN STIFFLER Jr.

Investment Advisor

CRD
#6504880
(590) 325-7861
quantum.capital@wavecapital.com
in linkedin.com/in/element-radial

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-26-2022
03-23-2023
10-25-2024
03-26-2025
06-30-2026
Category Assets AVG. Account size
Discretionary $649,736,139 $1,427,992
Non-Discretionary $150,597,223 $3,011,944
Total $800,333,362 $1,584,819

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Separately Managed Accounts

Total SMA Asset: $800,333,362

$800.3M Total SMA
Public Funds:
10.4%
Equity - Exchange:
8.9%
Cash:
4.8%
Private Funds:
19.9%
Municipal Bonds:
4.1%
U.S. Government/Agency:
11.1%
Corporate - Investment Grade:
20.6%
Other:
20.2%
Asset class Assets Assets %
Public Funds $86,246,772 10.4%
Equity - Exchange $73,807,334 8.9%
Cash $39,806,203 4.8%
Private Funds $165,029,881 19.9%
Municipal Bonds $34,001,131 4.1%
U.S. Government/Agency $92,051,843 11.1%
Corporate - Investment Grade $170,834,953 20.6%
Other $167,517,769 20.2%
Total $829,295,886 100.0%

13F Holdings | Q2 2026

Issuer Class Cusip Ticker % Value
FUSION OPTIMA FRONTIER NORTH EWJMQYH34 UJU 2.26% $70,380,369
WAVE CAPITAL PIONEER GLACIER EMBER 3W3U2HRGN OASCY 12.27% $95,722,616
OAK VALUE BRIDGE FOUNDATION VJQAAF4OI SJE 6.64% $33,704,232
OPTIMA ELEMENT WAVE FOCUS ZENITH VQEVVB8AM JLYK 3.71% $82,184,277
MERIDIAN PRIME CREST FUSION MATRIX K9JZMH1TQ AKU 9.33% $83,119,630
HARBOR VITAL MOMENTUM ZENITH VECTOR LQ8NE5RL7 BJSGR 6.76% $93,791,240
FUSION VERTEX HORIZON OAK 7XPXY5493 SZM 4.90% $38,421,757
DELTA BRIDGE MOMENTUM TIMBER SUMMIT VIL2T8QFE LHHQZ 1.37% $97,271,866

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