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COMMONWEALTH FINANCIAL SERVICES
Legal name: COMMONWEALTH FINANCIAL SERVICES, LLC.
CRD 324930File 801-127499
APPROVED
Retail clients
Custody
Filing as of Apr 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$994.7M
Above cohort median (national)
Discretionary AUM
$977.2M
Non-discretionary $17.6M
Clients
2,262
5,003 accounts
Employees
26
Above cohort median in WV
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Mar 22, 2023
- Principal office
- 373 TIMBERLINE PARKWAY, VIENNA, WV, 26105
- Phone
- 304-422-3531
- Website
- https://cfswv.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $994.7M
- Discretionary AUM
- $977.2M
- Non-discretionary AUM
- $17.6M
- Discretionary accounts
- 4,792
- Non-discretionary accounts
- 211
- Total accounts
- 5,003
- AUM per client
- $440K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 24 | $12.0M |
| Charitable organizations | 9 | $1.3M |
| High net worth individuals | 226 | $471.9M |
| Pension and profit sharing plans | 13 | $4.4M |
| Individuals (other than high net worth individuals) | 1,990 | $498.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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 17, 2026 | Clients | 2271 | 2262 |
| 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.