Compton Wealth Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$748,337,219
Clients
204
Advisors
3
of 10 employees
About
Compton Wealth Advisory Group provides investment management, financial planning and retirement‑plan consulting to individuals (including high‑net‑worth and ultra‑high‑net‑worth clients), trusts, estates, business entities and foundations. The firm also delivers ERISA 3(21) plan consulting and participant education, and offers separate family office services for ultra‑high‑net‑worth clients.
Compton Wealth manages discretionary and non‑discretionary portfolios using individual equities, fixed income, mutual funds, ETFs, third‑party managers and, for qualified clients, alternative investments such as REITs and unaffiliated private funds, with ongoing manager due diligence and account monitoring. As part of integrated financial planning, the firm may recommend margin or securities‑based loans and establish borrowing arrangements in separately managed accounts for cash‑flow or financing purposes, and provides consolidated reporting and planning tools via the eMoney platform.
Compared with many peers, the firm operates at an unusually large scale for a small advisory team—managing roughly $800 million with three advisers—which shapes its access to institutional custodial services and alternative investment opportunities. Its combination of retirement‑plan participant workshops, family office offerings and an explicit willingness to incorporate borrowing strategies into client account solutions is a notable operational distinction.
Client services
Expertise
Fee options
Flat fees may be charged at discretion for financial planning or other services; specific amounts not clearly stated.
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $6,000,000: 0.80% $6,000,001 - $10,000,000: 0.70%
Insurance-related products sold on commission basis by certain representatives in their individual capacities as licensed insurance agents.
Financial planning fees range from $150 to $450 per hour.
Account minimum: $1,000,000
Main office
1 Columbus Center, 283 Constitution Drive, Suite 100
Virginia Beach VA 23462
Advisors at this office
3
Most active in
Florida · Nebraska · North Carolina · Texas · Virginia
Also doing business as
Compton Mcculley & Co., LLC · Compton Wealth Advisory Group, 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.
Advisors at this firm
Robert F
CFP®, Series 63, Series 66
Virginia Beach, VA
Compton Wealth Advisory Group, LLC
Robert Fulton is a CFP® professional with 23 years of industry experience. He is currently with Compton Wealth Advisory Group, LLC, where he has worked since 2024. His prior roles include positions at Bank of America, Merrill, and Signature Financial Management, among others. Compton Wealth Advisory Group provides investment management, financial planning, and retirement-plan consulting to a range of clients including high-net-worth and ultra-high-net-worth individuals, trusts, estates, and foundations. The firm manages portfolios using diverse asset types and offers family office services, retirement-plan education, and incorporates borrowing strategies as part of its integrated financial planning approach.
Mark C
Series 66
Virginia Beach, VA
Compton Wealth Advisory Group, LLC
Mark Compton is a Series 66-licensed financial advisor with 25 years of industry experience. He is a founding member of Compton Wealth Advisory Group, LLC, where he has worked since 2016, following nine years at LPL Financial. Outside of his advisory work, he serves on the Compton Family Foundation board and holds trustee roles for several family trusts. Compton Wealth Advisory Group provides investment management, financial planning, and retirement-plan consulting primarily for high-net-worth individuals, their trusts, and estates. The firm manages approximately $720 million in assets and combines a high assets-per-advisor model with client education and plan participant workshops as part of its retirement services.
Timothy S
Series 66
Virginia Beach, VA
Compton Wealth Advisory Group, LLC
Timothy Stiffler Jr. is a financial advisor at Compton Wealth Advisory Group, LLC in Virginia Beach, VA, with 10 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and AXA Advisors, LLC. Outside of advisory roles, he is involved in private investment ventures through limited and passive partnerships. Compton Wealth Advisory Group serves individuals, trusts, estates, business entities, and foundations with investment management, financial planning, and retirement-plan consulting. The firm manages a range of portfolios, including alternative investments, and offers family office services and retirement-plan participant education.
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