Compton Wealth Advisory Group LLC

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Assets, Funds, Holdings

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Compton Wealth Advisory Group LLC
CRD #281732
SEC #801-107239
CIK #0001761044
AUM $637.2 MM (2024-08-19)
Employees 9 (33% Investors, 0% Brokers)
Phone757-351-0741
AddressOne Columbus Center
Virginia Beach, VA 23462
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
70056042028014002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 13.3
MSFT 1,918,222.4 10.2
GOOGL 1,475,138.5 7.2
AMZN 1,092,997.8 6.0
JPM 340,169.2 5.8
AVGO 201,282.9 5.4
UNH 477,004.0 4.8
DLTR 34,485.1 3.8
DHR 183,136.1 3.7
COST 207,576.9 3.5
View All
Holdings by Sector ($MM)
4003202401608002019202120232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 79 24.4
(b) Individuals (high net worth individuals) 89 552.5
(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 7 56.5
(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 19 3.7
(n) Other 0 0.0
Total 444 637.2
By Discretionary
Discretionary 389 529.9
Non-Discretionary 55 107.3
Total 444 637.2
By Non-United States Persons
Non-United States Persons 0.4
United States Persons 636.8
Total 444 637.2
EDGAR Form CIK 2011 - 2024
13F-HR [0001761044]
Comparable Firms State AUM ($BB)
Parkside Advisors LLC
CA 0.6
Montis Financial LLC
MA 0.6
MMA Asset Management LLC
PA 0.6
Ipswich Investment Management Company Inc
MA 0.6
Atlas Wealth LLC
OH 0.6
Twele Capital Management Inc
MN 0.6
Key Client Fiduciary Advisors LLC
NJ 0.6
DL Carlson Investment Group Inc
NH 0.6
Jocelyn Investment Management LLC
CA 0.6
Birchwood Financial Partners Inc
MN 0.6
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