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| Compton Wealth Advisory Group LLC
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|---|---|
| CRD # | 281732 |
| SEC # | 801-107239 |
| CIK # | 0001761044 |
| AUM | 800.3 M (2026-06-30) |
| Employees | 10 (30% Investors, 0% Brokers) |
| Phone | 757-351-0741 |
| Address | 1 Columbus Center Virginia Beach, VA 23462 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 16.3 | ||
| Alphabet Inc | 12.8 | ||
| Broadcom Inc | 10.1 | ||
| Microsoft Corp | 8.6 | ||
| J P Morgan Chase & Co | 8.2 | ||
| Amazon Com Inc | 8.1 | ||
| Caterpillar Inc | 5.1 | ||
| Costco Wholesale Corp /NEW | 4.0 | ||
| Wal Mart Stores Inc | 3.7 | ||
| Dollar Tree Inc | 3.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 92 | 25.8 |
| (b) Individuals (high net worth individuals) | 112 | 722.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 8 | 49.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 20 | 2.9 |
| (n) Other | 0 | 0.0 |
| Total | 505 | 800.3 |
| By Discretionary | ||
| Discretionary | 455 | 649.7 |
| Non-Discretionary | 50 | 150.6 |
| Total | 505 | 800.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 799.9 | |
| Total | 505 | 800.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001761044] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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BEAU Ventures LLC
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