COMMONWEALTH CREDIT ADVISORS, LLC

CRD 312541File 801-120445

APPROVED

Custody

Disclosure events

Filing as of Mar 31, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$1.73B

Top 25% of cohort (national)

Discretionary AUM

$1.73B

Clients

2 accounts

Employees

150

Top 25% of cohort in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Mar 5, 2021
Principal office: 360 S. ROSEMARY, SUITE 1700, WEST PALM BEACH, FL, 33401-6351
Phone: 561-727-2000
Website: HTTP://WWW.COMVEST.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.73B
Discretionary AUM: $1.73B
Non-discretionary AUM: $0
Discretionary accounts: 2
Non-discretionary accounts: 0
Total accounts: 2
AUM per client: $865.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Pooled investment vehicles	1	$911.3M
Business development companies	1	$819.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for investment companies

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

Q11D1
Q11D2
Q11D4
Q11H2

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	120	150	increased by30
Apr 1, 2026	Disclosures	No	Yes
Apr 1, 2026	AUM	$1,863,973,150	$1,730,569,835	decreased by$133,403,315
Jan 1, 2026	Employees	136	120	decreased by16
May 1, 2025 vs Oct 1, 2022	Employees	78	136	increased by58
May 1, 2025 vs Oct 1, 2022	Custody	No	Yes
May 1, 2025 vs Oct 1, 2022	Clients	1	2	increased by1
May 1, 2025 vs Oct 1, 2022	AUM	$754,518,019	$1,863,973,150	increased by$1,109,455,131
May 1, 2025 vs Oct 1, 2022	Accounts	1	2	increased by1
Apr 1, 2022	Employees	83	78	decreased by5
Apr 1, 2022	AUM	$651,187,901	$754,518,019	increased by$103,330,118
Dec 1, 2021	AUM	$0	$651,187,901	increased by$651,187,901
Dec 1, 2021	Accounts	0	1	increased by1
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 “COMMONWEALTH CREDIT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COMMONWEALTH CREDIT” 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.