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COMPERIO RETIREMENT CONSULTING, INC.
CRD 140786File 801-66831
APPROVED
Filing as of Mar 30, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://COMPERIORC.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 35 | 27 | decreased by8 |
| Apr 1, 2026 | AUM | $2,012,151,086 | $1,985,229,783 | decreased by$26,921,303 |
| Apr 1, 2026 | Accounts | 39 | 32 | decreased by7 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 5 | 4 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 30 | 35 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,000,919,635 | $2,012,151,086 | increased by$11,231,451 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 30 | 39 | increased by9 |
| Mar 1, 2022 | AUM | $1,800,000,000 | $2,000,919,635 | increased by$200,919,635 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “COMPERIO RETIREMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COMPERIO RETIREMENT” may also match similarly-named firms). Confirm identity against each filing.
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.