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COMMERCE ADVISORS, LLC

MEMPHIS, TN · CRD 151439 · IAPD ↗ · commerceholdingsllc.com · 901-260-6050

$337.9MRegulatory AUM
4Advisory reps
6Employees
0Clients
26-50Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
March 2026 — COMMERCE ADVISORS, LLC reported RAUM up 43% ($236.6M -> $337.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
December 2025 — COMMERCE ADVISORS, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
March 2025 — COMMERCE ADVISORS, LLC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.