Firm profile

COMMONWEALTH INVESTMENT MANAGEMENT

PITTSBURGH, PACRD 106292Latest ADV March 30, 2026

Commonwealth Investment Management is an SEC registered investment adviser organized as a corporation with a primary office location in Pittsburgh, PA. Its latest Form ADV filing, dated March 30, 2026, reports $1.3B in regulatory assets under management, 7 employees, and 63 accounts.

Assets Under Management
$1.3B
Employees
7
Offices
--
Total Clients
63
Primary office
PITTSBURGH, PA
KOPPERS BUILDING, 436 SEVENTH AVENUE, SUITE 2600, PITTSBURGH, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOAntoine L. Smalls

Advisory services offered

4 types reported
Other advisory services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentGovernment represent 58.7% of total clients.
Top client categories% of clientsClients
1
Government
58.7%
37
2
Pension Plans
33.3%
21
3
Insurance Cos.
6.3%
4
4
Other Advisers
1.6%
1
Categories with <5 clients
Insurance companies<5 clients
Other investment advisers<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.3Bas of March 30, 2026
Discretionary97.5%
$1.2B
97% of total RAUM97.5%
Non-discretionary2.5%
$32M
3% of total RAUM2.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$1.3B
Total Accounts63
10Y AUM Change$-154M (-10.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees7
Clients per Employee9:1
10Y Employee Change-5 (-41.7%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.