Commerce Advisors, LLC
Firm details
- Headquarters
- Memphis, Tennessee
- CRD number
- 151439
- Registered since
- September 17, 2009
- Website
- www.commerceholdingsllc.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI67.02%
- Corporations / Businesses20.7%
- Individuals6.04%
- Charitable Organizations3.44%
- Pension & Profit Sharing Plans2.79%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Commerce Advisors, LLC is an independent registered investment adviser organized as an LLC and operating since 2009. The firm acts as a capital allocator for a mixed client base that includes individuals, families and institutional accounts. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and the selection of third‑party managers. Compensation is primarily a percentage of assets under management, supplemented by fixed fees. Filings indicate Commerce Advisors is not an active ESG investor. The firm’s business model combines direct portfolio management with the use of external managers when appropriate, reflecting its stated activity of selecting other advisers and allocating to outside funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds47%
- Exchange Traded Equities21%
- US Government Bonds14%
- State & Local Bonds8%
- Cash & Cash Equivalents5%
Owners & executives
2 of 2
Kurt Voldeng
Principal and Chief Investment OfficerCRD 2099561
Joseph Robinson
CEOCRD 1973345
Contacts
3 of 4
Justin Peterkin
Investment AdvisorCRD 6817460
Ronald Partain
Senior Investment AdvisorCRD 2373976
William Woodmansee
PresidentCRD 1857491
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$149M in ETFs
57%
$84.5M
31%
$64.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ALPHA ARCHITECT 1-3 MONTH BOX ETF (BOXX) | Alpha Architect | Active | Ultrashort Bond | $17.4M | 148,554 | 11.68% |
Location
Memphis, TN
Shelby
Location
Memphis, TN
Headquartered in Memphis, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.
- Metro area
- Memphis-Forrest City, TN-MS-AR
- Region
- South
- County
- Shelby
- Address
- 5050 Poplar Ave
- Time zone
- CT (UTC-6)
- Office locations
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