COMMERCE ADVISORS, LLC

RIASEC RegisteredEst. 2009

Total AUM

$338M

Discretionary

$323M

96% of AUM

Avg account

$771K

Accounts

438

Employees

6

Advisory reps

5

Firm details

Headquarters: MEMPHIS, Tennessee
CRD number: 151439
Registered since: September 17, 2009
Website: www.commerceholdingsllc.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI67.02%
Corporations / Businesses20.7%
Individuals6.04%
Charitable Organizations3.44%
Pension & Profit Sharing Plans2.79%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Commerce Advisors, LLC is an independent SEC-registered registered investment adviser organized as an LLC and operating since 2009. The firm functions as a capital allocator and serves both individual/family and institutional clients. Its stated fee arrangements include percentage-of-AUM fees and fixed fees. Advisory services reported on filings include financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and pension consulting services. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser in the provided dataset.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds47%
Exchange Traded Equities21%
US Government Bonds14%
State & Local Bonds8%
Cash & Cash Equivalents5%

Owners & executives

2 of 2

KURT VOLDENG
Principal and Chief Investment OfficerCRD 2099561
JOSEPH ROBINSON
CEOCRD 1973345

Contacts

3 of 3

Justin Peterkin
Investment AdvisorCRD 6817460
RONALD PARTAIN
Senior Investment AdvisorCRD 2373976
WILLIAM WOODMANSEE
PresidentCRD 1857491

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 65

Active vs passive

$76M in ETFs

Passive

45%

$34.4M

Active

47%

$41.6M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ALPHA ARCHITECT 1-3 MONTH BOX ETF (BOXX)	Alpha Architect	Active	Ultrashort Bond	$11.4M	98,405	15.06%

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Primary office

MEMPHIS, TN

SHELBY

Location

MEMPHIS, TN

Headquartered in MEMPHIS, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.

Metro area: Memphis-Forrest City, TN-MS-AR
Region: South
County: SHELBY
Address: 5050 Poplar Ave
Time zone: CT (UTC-6)
Office locations

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