COMMERCE STREET CAPITAL, LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
34
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
143797
Registered since
September 18, 2007

Firm profile

FINTRX

Overview

Commerce Street Capital, LLC is an SEC-registered limited liability company that shows up in FINTRX as an investment-bank–classified entity. The firm was first registered with the SEC in 2007 and is listed as owned by a combination of a domestic entity and an individual. Public filings and the FINTRX snapshot provide little detail about the firm's advisory services, fee schedule, or typical client segments. The profile also notes that Commerce Street Capital is not a multi-state adviser, not a pension consultant, and is not flagged as a related adviser to another registered manager. FINTRX indicates the firm does not operate as a capital allocator and is not an active ESG investor. That combination suggests Commerce Street Capital is not primarily positioning itself as a manager that commits balance-sheet capital to external managers or as one that integrates ESG scoring into its investment process, at least according to the information reported to FINTRX.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • GAYLA LOPEZ

    Chief Administrative OfficerCRD 1059708

  • DORY WILEY

    President, CEOCRD 2034240

Contacts

3 of 32
  • DONALD KUYKENDALL

    Managing DirectorCRD 3263508

  • RICHARD KIRKPATRICK

    Managing DirectorCRD 6070722

  • JOSEPH LONGINO

    Managing DirectorCRD 6613875

Unlock 29 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
1445 Ross Ave
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth