The Commonwealth Group LLC

Overview

The Commonwealth Group LLC is an individually owned limited liability company that provides fee-based portfolio management to individuals and small businesses, and serves as a capital allocator by selecting third‑party advisers. The firm favors an equity-oriented approach, using exchange‑traded equities as the primary building block for client portfolios while supplementing exposure through mutual funds and corporate debt. Fee arrangements include both a percentage of assets under management and fixed fees. The firm does not describe itself as an active ESG investor and is not positioned as a multi‑state adviser. Investment activity centers on liquid, publicly traded securities for core exposure and external managers for specialized strategies. Given the firm’s adviser role, client programs likely mix internally managed equity sleeves with outsourced solutions when accessing alternatives or niche strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices