|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Compton Wealth Advisory Group LLC
✚
|
|
|---|---|
| CRD # | 281732 |
| SEC # | 801-107239 |
| CIK # | 0001761044 |
| AUM | $720.1 M (2025-03-26) |
| Employees | 9 (33% Investors, 0% Brokers) |
| Phone | 757-351-0741 |
| Address | 1 Columbus Center Virginia Beach, VA 23462 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 13.2 | ||
| Microsoft Corp | 11.7 | ||
| Broadcom Inc | 9.6 | ||
| J P Morgan Chase & Co | 8.3 | ||
| Amazon Com Inc | 8.3 | ||
| Alphabet Inc | 7.7 | ||
| VISA Inc | 3.9 | ||
| Costco Wholesale Corp /NEW | 3.9 | ||
| Metropcs Communications Inc | 3.8 | ||
| Oracle Corp | 3.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 98 | 30.5 |
| (b) Individuals (high net worth individuals) | 102 | 540.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 147.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 21 | 1.7 |
| (n) Other | 0 | 0.0 |
| Total | 507 | 720.1 |
| By Discretionary | ||
| Discretionary | 449 | 614.0 |
| Non-Discretionary | 58 | 106.1 |
| Total | 507 | 720.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 719.6 | |
| Total | 507 | 720.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001761044] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Q3 Asset Management Corporation
✚
|
MI | 0.7 |
|
EQ LLC
✚
|
0.7 | |
|
Leelyn Smith LLC
✚
|
IL | 0.7 |
|
Premier Financial Group Inc
✚
|
CA | 0.7 |
|
Copperwynd Financial LLC
✚
|
AZ | 0.7 |
|
Net Worth Advisory Group LLC
✚
|
UT | 0.7 |
|
Montz Harcus Wealth Management LLC
✚
|
LA | 0.7 |
|
Hartford Financial Management Inc
✚
|
CT | 0.7 |
|
Carolina Wealth Management Inc
✚
|
NC | 0.7 |
|
Nelson Capital Management LLC
✚
|
CA | 0.7 |