Commerce Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Memphis, TN. Its latest Form ADV filing, dated February 25, 2026, reports $338M in regulatory assets under management, 6 employees, and 438 accounts.
Assets Under Management
$338M
Employees
6
Offices
--
Total Clients
143
Primary office
MEMPHIS, TN
5050 POPLAR AVENUE, SUITE 2020, MEMPHIS, TN, United States
Top client segmentIndividuals represent 51.7% of total clients.
Top client categories% of clientsClients
1
Individuals
51.7%
74
2
HNWI
41.3%
59
3
Charitable
3.5%
5
4
Corporations
2.1%
3
5
Pension Plans
1.4%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$338Mas of February 25, 2026
Discretionary95.7%
$323M
96% of total RAUM95.7%
Non-discretionary4.3%
$15M
4% of total RAUM4.3%
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.
Total AUM$338M
Total Accounts438
10Y AUM Change+$61M (+22.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee24:1
10Y Employee Change+2 (+50.0%)
* 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.