COMPERIO RETIREMENT CONSULTING, INC.
CRD #140786 SEC #801-66831 CARY, NC 919-401-3500
SEC Registered
Total AUM
$2B
Discretionary
$0
Employees
4
Clients
10
Accounts
39
Firm Details
- Organization Type
- Corporation
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 30, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SOTELL, JAMES, RICHARD | I | MANAGING DIRECTOR, PRESIDENT & TREASURER | E | Control |
| SOTELL, JAMES, RICHARD | I | MANAGING DIRECTOR, PRESIDENT & TREASURER | E | Control |
| SOTELL, JAMES, RICHARD | I | MANAGING DIRECTOR, PRESIDENT & TREASURER | E | Control |
| SOTELL, JAMES, RICHARD | I | MANAGING DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER & TREASURER | E | Control |
| SOTELL, JAMES, RICHARD | I | MANAGING DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER & TREASURER | E | Control |
| SOTELL, JAMES, RICHARD | I | MANAGING DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER & TREASURER | E | Control |
| SOTELL, JAMES, RICHARD | I | MANAGING DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER & TREASURER | E | Control |
| SOTELL, JAMES, RICHARD | I | MANAGING DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER & TREASURER | E | Control |
| SOTELL, JAMES, RICHARD | I | MANAGING DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER & TREASURER | E | Control |
| SOTELL, JAMES, RICHARD | I | MANAGING DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER & TREASURER | E | Control |
| SOTELL, JAMES, RICHARD | I | MANAGING DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER & TREASURER | E | Control |
| SOTELL, JAMES, RICHARD | I | MANAGING DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER & TREASURER | E | Control |
| SOTELL, JAMES, RICHARD | I | MANAGING DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER & TREASURER | E | Control |
| SOTELL, JAMES, RICHARD | I | MANAGING DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER & TREASURER | E | Control |
| SOTELL, JAMES, RICHARD | I | MANAGING DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER & TREASURER | E | Control |
| SOTELL, JAMES, RICHARD | I | MANAGING DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER & TREASURER | E | Control |
| SOTELL, JAMES, RICHARD | I | MANAGING DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER & TREASURER | E | Control |
| SOTELL, JAMES, RICHARD | I | MANAGING DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER & TREASURER | E | Control |
| SOTELL, JAMES, RICHARD | I | MANAGING DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER & TREASURER | E | Control |
| SOTELL, JAMES, RICHARD | I | MANAGING DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER & TREASURER | E | Control |
| SOTELL, JAMES, RICHARD | I | MANAGING DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER & TREASURER | E | Control |
| SOTELL, JAMES, RICHARD | I | MANAGING DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER & TREASURER | E | Control |
| SOTELL, JAMES, RICHARD | I | MANAGING DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER & TREASURER | E | Control |
| SOTELL, JAMES, RICHARD | I | MANAGING DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER & TREASURER | E | Control |
| SOTELL, JAMES, RICHARD | I | MANAGING DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER & TREASURER | E | Control |
| LEEDY, CHARLES, DEAN | I | DIRECTOR ,SECRETARY & CHIEF COMPLIANCE OFFICER | C | Control |
| LEEDY, CHARLES, DEAN | I | DIRECTOR ,SECRETARY | C | Control |
| LEEDY, CHARLES, DEAN | I | DIRECTOR ,SECRETARY | C | Control |
| LEEDY, CHARLES, DEAN | I | DIRECTOR ,SECRETARY | C | Control |
| LEEDY, CHARLES, DEAN | I | DIRECTOR ,SECRETARY | C | Control |
| LEEDY, CHARLES, DEAN | I | DIRECTOR ,SECRETARY | C | Control |
| LEEDY, CHARLES, DEAN | I | DIRECTOR ,SECRETARY | C | Control |
| LEEDY, CHARLES, DEAN | I | DIRECTOR & SECRETARY | B | Control |
| LEEDY, CHARLES, DEAN | I | DIRECTOR ,SECRETARY & CHIEF COMPLIANCE OFFICER | B | Control |
| TREVILLIAN, MALCOLM, MCEACHERN | I | DIRECTOR & CHIEF COMPLIANCE OFFICER | B | Control |
| TREVILLIAN, MALCOLM, MCEACHERN | I | DIRECTOR | B | Control |
| FREMER, SCOTT, FRANCIS | I | SECRETARY | A | Control |
| FREMER, SCOTT, FRANCIS | I | SECRETARY | A | Control |
| FREMER, SCOTT, FRANCIS | I | SECRETARY | A | Control |
| FREMER, SCOTT, FRANCIS | I | SECRETARY | A | Control |
| FREMER, SCOTT, FRANCIS | I | SECRETARY | A | Control |
| FREMER, SCOTT, FRANCIS | I | SECRETARY | A | Control |
| FREMER, SCOTT, FRANCIS | I | SECRETARY | A | Control |
| FREMER, SCOTT, FRANCIS | I | SECRETARY | A | Control |
| FREMER, SCOTT, FRANCIS | I | SECRETARY | A | Control |
| FREMER, SCOTT, FRANCIS | I | SECRETARY | A | Control |
| FREMER, SCOTT, FRANCIS | I | SECRETARY | A | Control |
| FREMER, SCOTT, FRANCIS | I | SECRETARY | A | Control |
| FREMER, SCOTT, FRANCIS | I | SECRETARY | A | Control |
| FREMER, SCOTT, FRANCIS | I | SECRETARY | A | Control |
| FREMER, SCOTT, FRANCIS | I | SECRETARY | A | Control |
Registrations
Federal
IA
Jun 30, 2025 REGISTERED
Notice Filings (4)
NC PA SC VA
Address
2500 REGENCY PARKWAYCARY, NC 27518
United States
Phone: 919-401-3500