COMMERCE STREET INVESTMENT ADVISOR, LLC

COMMERCE STREET INVESTMENT MANAGEMENT
DALLAS, Texas·8 registered advisors·CRD# 144278
SEC# 801-687920214-545-6800
01

Firm Overview

AUM
$745M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: % OF ASSETS ON COMMITTED CAPITAL, % OF CLIENT INVESTABLE ASSETS
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at COMMERCE STREET INVESTMENT ADVISOR, LLC

8 registered advisors
Bobby Don Boyce
DALLAS, Texas
Bobby Lee Hashaway
DALLAS, Texas
Carla Jo Brooks
DALLAS, Texas
Dory Alan Wiley
DALLAS, Texas
George Allen Kirchwey
DALLAS, Texas
John Cade Hamner
DALLAS, Texas
Kurtis Stephen Plumer
DALLAS, Texas
William Dudley Gross
DALLAS, Texas
05

Office Locations

DALLAS, Texas
8 advisors

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Data sourced from SEC Form ADV filings. COMMERCE STREET INVESTMENT ADVISOR, LLC (CRD# 144278) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.