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| Happy Holidays!! thanks for using AUM13F!! |
| Commerce Advisors LLC
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| CRD # | 151439 |
| SEC # | 801-70577 |
| CIK # | |
| AUM | $236.6 M (2025-03-05) |
| Employees | 6 (67% Investors, 17% Brokers) |
| Phone | 901-260-6050 |
| Address | 5050 Poplar Avenue Memphis, TN 38157 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 68 | 16.8 |
| (b) Individuals (high net worth individuals) | 60 | 200.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 8.6 |
| (h) Charitable organizations | 2 | 9.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 418 | 236.6 |
| By Discretionary | ||
| Discretionary | 412 | 222.9 |
| Non-Discretionary | 6 | 13.6 |
| Total | 418 | 236.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 236.6 | |
| Total | 418 | 236.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Coker & Palmer Inc
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|
MS | 0.2 |
|
Winebrenner Capital Management LLC
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|
KY | 0.2 |
|
Game Creek Capital LP
✚
|
MA | 0.2 |
|
Broadmark Asset Management LLC
✚
|
TX | 0.2 |
|
Schear Investment Advisers LLC
✚
|
OH | 0.2 |
|
Garrison Murphy Wealth Management LLC
✚
|
0.2 | |
|
Washington Growth Strategies LLC
✚
|
DC | 0.2 |
|
Evergreen Capital Associates LLC
✚
|
NJ | 0.2 |
|
Stance Capital LLC
✚
|
MA | 0.2 |
|
MORI Huston Partners LLC
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|
FL | 0.2 |