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COMMERCE INVESTMENT ADVISORS, INC.
CRD 104705File 801-60083
APPROVED
Disclosure events
Filing as of Mar 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.54B
Top 25% of cohort (national)
Discretionary AUM
$2.54B
Clients
9
9 accounts
Employees
34
Top 25% of cohort in MO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 3, 2001
- Principal office
- 1000 WALNUT STREET, 15TH FL., KANSAS CITY, MO, 64106-1809
- Phone
- 816-234-2000
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.54B
- Discretionary AUM
- $2.54B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 9
- Non-discretionary accounts
- 0
- Total accounts
- 9
- AUM per client
- $281.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 9 | $2.54B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for investment companies
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 35 | 34 | decreased by1 |
| Apr 1, 2026 | AUM | $2,641,358,832 | $2,535,873,300 | decreased by$105,485,532 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 37 | 35 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 8 | 9 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,944,239,455 | $2,641,358,832 | decreased by$302,880,623 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 8 | 9 | increased by1 |
| Apr 1, 2022 | Employees | 36 | 37 | increased by1 |
| Apr 1, 2022 | AUM | $3,104,190,379 | $2,944,239,455 | decreased by$159,950,924 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “COMMERCE INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COMMERCE INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.