# COMPERIO RETIREMENT CONSULTING, INC.

COMPERIO RETIREMENT CONSULTING, INC. of CARY, NC is an SEC-registered investment adviser.

## Registration

- CRD: 140786
- Type: SEC-registered investment adviser
- SEC file number: 801-66831
- Location: 2500 REGENCY PARKWAY, CARY, NC, 27518
- Phone: 919-401-3500
- Latest filing: 2026-03-30
- Regulatory AUM: $2.0B
- Non-discretionary AUM: $2.0B
- Clients: 4
- Accounts: 32

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, Pensions, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| James Richard Sotell | MANAGING DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER & TREASURER | — |
| Scott Francis Fremer | SECRETARY | — |
| SOTELL JAMES RICHARD | MANAGING DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER & TREASURER; MANAGING DIRECTOR, PRESIDENT, SECRETARY & TREASURER; MANAGING DIRECTOR, PRESIDENT & TREASURER | — |
| LEEDY CHARLES DEAN | DIRECTOR ,SECRETARY; DIRECTOR & SECRETARY; DIRECTOR ,SECRETARY & CHIEF COMPLIANCE OFFICER (+1 more) | — |
| TREVILLIAN MALCOLM MCEACHERN | DIRECTOR; DIRECTOR & CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR | — |
| FREMER SCOTT FRANCIS | SECRETARY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/140786/brochure
- Similar advisers: https://search.stillhousedata.com/firm/140786/similar
- Related entities: https://search.stillhousedata.com/firm/140786/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/140786

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.