Compton Wealth Advisory Group, Llc
- Regulatory AUM
- $800M
- Discretionary
- $650M
- Clients
- 232
- Avg AUM / client
- $3.4M
- Accounts
- 505
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 92 | $25.8M | 3.22% |
| High net worth individuals | 112 | $723M | 90.3% |
| Charitable organizations | 8 | $49.1M | 6.14% |
| Corporations and other businesses | 20 | $2.9M | 0.36% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Alan Compton | Managing Member | Feb 2009 (18y) | 75% or more | |
| Renshaw, Nancy, Elizabeth | Chief Compliance Officer | Feb 2024 (3y) | Less than 5% | |
| Timothy John Stiffler | Registered representative | Sep 2020 (6y) | ||
| Robert Justin Fulton | Registered representative | CFP | Feb 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/30/2026 | 918 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $786M (98% of AUM) Jun 2026
- LPL Financial $541M (96% of AUM) Apr 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 30, 2026.
View current Form ADV (SEC/IAPD) ↗