Compo Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Compo Advisors provides discretionary investment management and financial planning to individual investors, high‑net‑worth clients, trusts, and estates. The firm offers portfolio management and written or verbal financial planning engagements tailored to clients’ retirement goals and broader financial objectives.
The firm follows a retirement‑focused, long‑term investment approach built around low‑cost index funds, ETFs and mutual funds, using fundamental and technical analysis to set asset allocations. Portfolios are managed on a discretionary basis with the ability for clients to exclude specific securities, and the firm may employ options and foreign‑currency hedges where appropriate to manage risk.
As a single‑advisor practice, the firm is led by an advisor with extensive institutional equity experience and the CFA designation, and it manages roughly $23 million across a small roster of clients (about 18), producing a relatively large average account size. Its small client base combined with routine use of options and forex hedging distinguishes it from many similarly sized independent advisers and reflects a concentrated, advisor‑driven implementation model.
Client services
Expertise
Fee options
0.60% annually
$150 per hour for financial planning services for clients with less than $500,000 AUM, minimum 3 hours.
Account minimum: $1,500,000
Main office
New Canaan CT
Advisors at this office
1
Most active in
Connecticut · New York · Texas
Also doing business as
Compo Advisors LLC · Compo Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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