COMMERCE INVESTMENT ADVISORS, INC.

RIASEC RegisteredEst. 2001

Total AUM

$2.5B

Discretionary

$2.5B

100% of AUM

Avg account

$282M

Accounts

Employees

Advisory reps

Firm details

Headquarters: KANSAS CITY, Missouri
CRD number: 104705
Registered since: April 3, 2001
Website: www.commercefinancialadvisors.com
Fee structure: Percentage of AUM
Client types: Investment Companies100%
Services: Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Commerce Investment Advisors, Inc. is an independent registered investment advisor that acts primarily as a portfolio manager for investment companies and serves an institutional client base. The firm operates as a capital allocator, charging fees based on a percentage of assets under management, and is structured as a domestic corporation with individual ownership. Commerce Investment Advisors is not positioned as an active ESG investor, and it does not operate as a multi-state adviser or pension consultant. Commerce Investment Advisors also maintains industry ties beyond its RIA registration. It has affiliations with broker-dealer activity, is registered as a municipal advisor, and has connections to a banking or thrift institution. The firm has been SEC-registered since 2001 and appears focused on managing a concentrated set of large institutional mandates rather than a broad retail footprint.