Commenda Capital Advisors

RIASEC Registered
Total AUM
$6M
Discretionary
$6M
100% of AUM
Avg account
$286K
Accounts
21
Employees
1
Advisory reps
1

Firm details

Headquarters
Winthrop, Massachusetts
CRD number
318293
Fee structure
Percentage of AUM
Client types
  • Individuals66.67%
  • HNWI33.33%
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Commenda Capital Advisors is an independent RIA operating as a sole proprietorship under individual ownership. The firm serves individual and family clients on a percentage-of-AUM fee basis and also acts as an insurance broker. It functions as a capital allocator and performs selection of other advisers, which indicates reliance on third‑party managers for some client exposures. The firm does not report active ESG investing, is not structured as a multi‑state adviser, and does not position itself as a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Cash & Cash Equivalents 20%80%
  • Exchange Traded Equities80%
  • Cash & Cash Equivalents20%

Contacts

1 of 1
  • Richard Fucillo

    Principal & OwnerCRD 1484347

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Winthrop, MA

Suffolk

Location

Winthrop, MA

Headquartered in Winthrop, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
17 Cliff Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth