Compton Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee-only comprehensive financial planning primarily for individuals and families and also offers money-management services and project-specific financial analyses. It occasionally provides non-investment advice to businesses and governmental entities and requires a $2 million asset minimum to qualify for its money-management offering.
Investment recommendations emphasize diversified, low-cost indexed mutual funds and ETFs, FDIC-insured certificates of deposit, and TIPS, with more focused stock or bond selection used when managing only a portion of a client’s assets or when preservation of principal is the priority. The firm generally employs low-turnover strategies, accepts discretionary authority for some accounts while providing non-discretionary advice for others, and does not take custody of client assets or vote client proxies.
Notably, the firm manages a modest discretionary asset base (about $6.1 million) while providing non-discretionary advice on nearly $10 million and serves a very small client roster, reflecting a highly individualized practice model. The principal’s combination of investment and actuarial credentials (including a CFA and actuarial fellowships) is uncommon among similar independent advisers and informs the firm’s focus on quantitative risk analysis and tailored planning.
Client services
Expertise
Fee options
$0 - $10,000,000: 0.50% annually (0.125% quarterly) $10,000,001+: 0.30% annually (0.075% quarterly)
Negotiated quarterly fixed fee approximately 0.125% of investable assets, subject to $500 quarterly minimum
Account minimum: $2,000,000 Minimum fee: $500 per quarter ($2,000 annually) minimum for ongoing comprehensive financial planning Fee-only: Fee-only, no commissions or referral fees
Main office
St. Louis MO
Advisors at this office
1
Most active in
Missouri
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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