Commerce Advisors, LLC

RIASEC Registered

Total AUM

$338M

Discretionary

$323M

96% of AUM

Avg account

$771K

Accounts

438

Employees

Advisory reps

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 registered investment adviser organized as an LLC that has been registered with the SEC since 2009. The firm acts as a capital allocator for both individual and institutional clients, offering financial planning and portfolio management services for individuals, small businesses and larger business or institutional accounts. Its adviser activities include selecting other managers on behalf of clients and providing pension consulting services. Commerce Advisors charges either a percentage of assets under management or fixed fees. The firm does not position itself as an ESG investor and is not styled as a multistate or newly formed adviser in the available data. As a capital allocator, it blends direct portfolio management with the use of third‑party managers and external funds where appropriate.