Commerce Street Investment Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 31, 2026, reports $891M in regulatory assets under management, 14 employees, 1 office, and 64 accounts.
Assets Under Management
$891M
Employees
14
Offices
1 office
Total Clients
64
Primary office
DALLAS, TX
1445 ROSS AVENUE, SUITE 2700, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentPension Plans represent 73.4% of total clients.
Top client categories% of clientsClients
1
Pension Plans
73.4%
47
2
Charitable
9.4%
6
3
HNWI
7.8%
5
4
Pooled Investment Vehicles
3.1%
2
5
Corporations
3.1%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$891Mas of March 31, 2026
Discretionary33.7%
$301M
34% of total RAUM33.7%
Non-discretionary66.3%
$591M
66% of total RAUM66.3%
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$891M
Total Accounts64
10Y AUM Change+$777M (+683.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee5:1
10Y Employee Change-7 (-33.3%)
* 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.