RIA Intel›Advisers›Texas›COMMERCE STREET INVESTMENT ADVISOR, LLC

COMMERCE STREET INVESTMENT ADVISOR, LLC

Advisory

N·DALLAS, TX

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$891M
1-Year AUM Growth
+39.2%
3-Year CAGR
+12.2%
Employees
10
Assets Under Management
Total AUM$891M
Discretionary AUM$301M
Non-Discretionary AUM$591M
Discretionary %33.7%
Total Clients76
Team
Total Employees10
Investment Advisers14
Employee Growth (1Y)+33.3%
Filing History
Total Filings on Record57
First FilingJan 16, 2008
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 57 historical filings spanning 18+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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