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COMMONS CAPITAL, LLC
CRD 165738File 801-113208
APPROVED
Retail clients
Filing as of Apr 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$307.4M
Below cohort median (national)
Discretionary AUM
$282.0M
Non-discretionary $25.4M
Clients
226
728 accounts
Employees
6
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 7, 2018
- Principal office
- 254 SECOND AVENUE, SUITE 130, NEEDHAM, MA, 02494
- Phone
- (617) 431-7200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $307.4M
- Discretionary AUM
- $282.0M
- Non-discretionary AUM
- $25.4M
- Discretionary accounts
- 654
- Non-discretionary accounts
- 74
- Total accounts
- 728
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 160 | $292.1M |
| Individuals (other than high net worth individuals) | 66 | $15.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.