Compton Wealth Advisory Group, LLC
Compton Wealth Advisory Group, LLC is an independent Registered Investment Adviser based in Virginia Beach, VA. Founded to serve multi-generational families and individuals, the firm specializes in family wealth planning and asset protection strategies, emphasizing transparent, fiduciary, and independent advice. The company’s team of nine employees offers investment management and advisory services primarily to high-net-worth individuals, individuals, and charitable organizations.
Investment Strategy
Compton Wealth employs a disciplined, multi-generational family planning and asset protection approach, tailored to each client's unique goals. The firm is fully independent, acting as a fiduciary to place client interests first and providing transparent, fee-based advisory services. Their investment methodology focuses on a diversified mix of equity and ETF holdings with a long-term perspective, and they emphasize straightforward, honest client communication and risk-aware portfolio construction.
Top Holdings
Equity Positions (83)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEU | VANGUARD INTL EQUITY INDEX F | 12.70% | $54.9M | 768,807 | $53.05 | $71.37 | +$3.8M |
I IWY | ISHARES TR | 7.58% | $32.8M | 119,680 | $139.65 | $273.65 | +$2.9M |
V VIG | VANGUARD SPECIALIZED FUNDS | 6.20% | $26.8M | 124,109 | $143.86 | $215.79 | +$1.4M |
V VTV | VANGUARD INDEX FDS | 5.09% | $22.0M | 118,031 | $129.90 | $186.49 | +$2.7M |
I IWX | ISHARES TR | 5.00% | $21.6M | 245,679 | $59.72 | $87.88 | +$735.0K |