RIA Intel›Advisers›North Carolina›COMMODITIES & SECURITIES, INC.

COMMODITIES & SECURITIES, INC.

Advisory

NC

Data as of Jul 29, 2026 · Source: SEC Form ADV

Average account

$348K

across 2 accounts

Source: SEC Form ADV. Figures as filed Jul 29, 2026.

Total AUM

$695K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM$695K

Discretionary AUM$0

Non-Discretionary AUM$695K

Discretionary %0%

Total Clients2

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

2 clients

The full client-type breakdown and the share of AUM each category represents.

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