Commercial Trust Financial Services: new SEC registration, $204M AUM, Fayette, MO
Commercial Trust Financial Services (Fayette, Missouri): new SEC registration, $204M AUM, Fayette, MO. Its amount of 204 is above the median of 134 (68th percentile). Dated 245 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 204 · 68th percentile of 1,149 NewRiaPulse records · 1.5x the median
Free preview: all 11 published fields of this record are shown below. Locked: 14 related MO NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Commercial Trust Financial Services |
| Legal name | Commercial Trust Wealth Management, LLC |
| CRD | 337704 |
| Status | Approved |
| Registered with the SEC | 2026-03-04 |
| Latest Form ADV filing | 2026-07-02 |
| Location | Fayette, MO, United States |
| Regulatory AUM | $204,060,790 |
| Accounts | 1388 |
| Employees | 5 |
| Website | https://commercialtrustfs.com/ |
| amount percentile | 68th of 1,149 (median 134, 1.5x median) |
| Peer records CSV (15 MO records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
Watch Commercial Trust Financial Services
Free email alert. Alert me when this company gets a new filing, lien, permit, contract or expiry in this feed. One confirmation email; unsubscribe any time.
Free for 1 company. More companies from $9/mo (25), $49/mo (500 + CSV), $199/mo (500 + CSV + API). Cancel any time from the link in every email.
Unlock Commercial Trust Financial Services + all 15 MO records (CSV)
Instant CSV download · Card, Apple Pay, Google Pay or Link via Stripe · No account required
CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-04
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (MO first): Tbg-Bedford Group LLC · Ninth Avenue Capital, LP · Cultivation Capital, LLC · Moelis Asset Catalyst Partners · Diversified Wealth Advisors, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
Is this your business? Add a "Listed on Zalwin" badge to your site
Paste this snippet into your website. It links to this public record; nothing is tracked on your site.
Peer benchmark and outreach value: Commercial Trust Financial Services and 15 Missouri peers
- Missouri NewRiaPulse records like this one: 15
- Commercial Trust Financial Services's amount: 68th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Missouri peer: $3,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $204M under management.
- Website on file.
What is the NewRiaPulse record for Commercial Trust Financial Services in Fayette, Missouri?
Commercial Trust Financial Services received SEC registration as an investment adviser (2026-03-04) with $204,060,790 in regulatory assets under management, based in Fayette, MO.
How does Commercial Trust Financial Services compare to other Missouri NewRiaPulse records?
Its amount of 204 sits in the upper half (68th percentile) of 1,149 records; the median is 134. It is 245 days old; check the official source for later updates before acting.
Commercial Trust Financial Services vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date | Compare |
|---|---|---|---|---|---|
| Commercial Trust Financial Services | Fayette, MO | 204 | 68th | 2026-03-04 | This record |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 | View record → |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 | Compare Commercial Trust Financial Services vs Diversified Wealth Advisors, LLC → |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 | View record → |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in Missouri NewRiaPulse: Approved
More Missouri public-record feeds
New Trucking Company Registrations in Missouri New NIH Research Awards by Organization in Missouri CMS HAC Reduction & Readmissions Penalties by Hospital in Missouri Nonprofit Revenue, Expenses & Assets from Form 990 in Missouri Credit Union Quarterly Changes, Mergers & New Charters (NCUA Call Reports) in Missouri New, Terminating & Large 401(k) Plans from Form 5500 Filings in Missouri New Liquor & Cannabis Licenses and Pending Applications (NY, CO, OR, MO, TX) in Missouri Newly Posted IRS Automatic Revocations of Tax Exemption in Missouri
How to monitor Commercial Trust Financial Services and peer approved records
Get new NewRiaPulse records like Commercial Trust Financial Services by email (free, weekly)
We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email.
Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe.
Get new RIAs in your territory
NewRiaPulse emails newly registered advisers matching your states and AUM range each month.
✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.