Investment adviser · CRD 337704
COMMERCIAL TRUST FINANCIAL SERVICES
Investment adviser filing (IA)
COMMERCIAL TRUST WEALTH MANAGEMENT, LLC
FAYETTE, MO, United States · Form ADV filed Jul 2, 2026
- Regulatory AUM
- $204M Form ADV · Item 5.F
- Client accounts
- 1,388 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 46 | $98,508,332 | 48.3% |
| Individuals | 857 | $89,258,809 | 43.7% |
| Charities | 17 | $6,546,851 | 3.2% |
| Retirement plans | Fewer than 5 | $6,423,093 | 3.1% |
| Corporations & businesses | 6 | $3,323,705 | 1.6% |
Filing source
Form ADV 2111414 · Jul 2, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 2, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
119 N MAIN STFAYETTE, MO, 65248, United States
CRD 337704
Filing source
Form ADV 2111414 · Jul 2, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.