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Commerce Investment Advisors, Inc.

● SEC registered since 2001CRD 104705SEC# 801-60083Kansas City, MO
Export (members)
Reg. AUM
$2.54B
Employees
34
Accounts
9
Location
Kansas City, MO

Commerce Investment Advisors, Inc. assets under management

Commerce Investment Advisors, Inc. is an investment advisory firm registered with the SEC based in Kansas City, MO. The firm has been registered since 2001. It reports $2.5 billion in regulatory assets under management and employs 34 people.

Commerce Investment Advisors, Inc. owners & executives

9 reported
NameTitleOwnershipSince
Commerce Bank ControlShareholderOver 75%2001
David M Hagee ControlDirector/Evp/CioUnder 5%2024
Jeffrey Lawrence Bolin ControlVp TreasurerUnder 5%2024
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Frequently asked questions

How much does Commerce Investment Advisors, Inc. manage?

Commerce Investment Advisors, Inc. reports $2.5 billion in regulatory assets under management on its Form ADV.

How many employees does Commerce Investment Advisors, Inc. have?

Commerce Investment Advisors, Inc. reports 34 employees.

Where is Commerce Investment Advisors, Inc. located?

Commerce Investment Advisors, Inc. is based in Kansas City, MO and has been SEC-registered since 2001.

Does Commerce Investment Advisors, Inc. disclose fund performance?

Commerce Investment Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1000 Walnut Street, 15th Fl., Kansas City, MO 64106-1809
Phone816-234-2000
Fax816-234-2928
Office hours8:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Regulatory AUM

$2.54B▼ 4%
Mar '25 — $2.64BApr '25 — $2.64BMay '25 — $2.64BJun '25 — $2.64BJul '25 — $2.64BAug '25 — $2.64BSep '25 — $2.64BOct '25 — $2.64BNov '25 — $2.64BDec '25 — $2.64BJan '26 — $2.64BFeb '26 — $2.64BMar '26 — $2.54BApr '26 — $2.54BMay '26 — $2.54BJun '26 — $2.54B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
EmployeesTop 16%
More than 84% of 16,825 advisers

Assets under management

$2.54Bregulatory AUM
Discretionary $2.54B