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Gavin Thomas Compton

Investment adviser representative at Geneos Wealth Management, Inc.
11 yearsExperience
5 statesRegistered in
$9.2BFirm assets
23 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

11 years in the industry.

  1. Geneos Wealth Management, Inc.Feb 2019 to now
  2. Colorado Financial Strategies GroupFeb 2019 to now
  3. Fsc Securities CorpSep 2016 to Feb 2019
  4. James F. Poole and AssociatesMay 2015 to Feb 2019

Exams passed

  • Series 66 · Uniform Combined State Law2017

State registrations

Registered as an investment adviser representative in 5 states (AZ, CO, FL, NM, TX).

Geneos Wealth Management, Inc.

$9.2BAssets managed
21,668Clients
184Advisers
23 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6488976
Firm CRD
120894
Advisor's SEC record (opens in a new tab)
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