← Directory
COMPERIO RETIREMENT CONSULTING, INC.
CRD 140786File 801-66831
APPROVED
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.99B
Top 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $1.99B
Clients
27
32 accounts
Employees
4
Top 25% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- May 30, 2006
- Principal office
- 2500 REGENCY PARKWAY, CARY, NC, 27518
- Phone
- 919-401-3500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.99B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $1.99B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 32
- Total accounts
- 32
- AUM per client
- $73.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 27 | $1.99B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.