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COMMERCIAL TRUST FINANCIAL SERVICES

FAYETTE, MO · CRD 337704 · IAPD ↗ · commercialtrustfs.com · 660-248-2223

$204.1MRegulatory AUM
5Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
August 2026 — COMMERCIAL TRUST FINANCIAL SERVICES added office(s): 0 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
August 2026 — COMMERCIAL TRUST FINANCIAL SERVICES's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
April 2026 — COMMERCIAL TRUST FINANCIAL SERVICES (FAYETTE, MO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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