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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

COMMERCE INVESTMENT ADVISORS, INC.

CRD 104705

KANSAS CITY, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:941fe6f8-8dbd-8482-d99f-e4e0e589a3a1

Data as of Mar 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 8
On other graphs: 0
Observed: Mar 27, 2012 to Mar 13, 2026
27 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=3.0
Regulatory AUM: $2.5BItem 5.F on the latest filing (2026-03-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.5B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 34
Advisory employees: 34
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 9
SEC number: 801-60083
CRD: 104705
Filings on the tape: 27
First filed: Mar 27, 2012
Latest filed: Mar 13, 2026
Organised: Corporation, MO

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BOLIN, JEFFREY, LAWRENCE	VP TREASURER	Na	yes	03/2024	Mar 27, 2012	Mar 26, 2024
CBI - KANSAS, INC.	Shareholder	E	yes	06/1996	Mar 27, 2012	Mar 26, 2024
COMMERCE BANCSHARES, INC.	Shareholder	E	yes	06/1992	Mar 27, 2012	Mar 26, 2024
COMMERCE BANK	Shareholder	E	yes	01/2001	Mar 27, 2012	Mar 26, 2024
HAGEE, DAVID, M	DIRECTOR/EVP/CIO	Na	yes	03/2024	Dec 20, 2021	Mar 26, 2024
MCCONKEY, TARA, CATHLEEN-MARIE	Director	Na	yes	06/2023	Jun 30, 2023	Mar 26, 2024
SCHUETTER, WILLIAM, RUSSELL	DIRECTOR/PRESIDENT/COO/CFO	Na	yes	06/2017	Mar 27, 2012	Mar 26, 2024
SPIDLE, LAURA, CAMILLE	SVP/CHIEF COMPLIANCE OFFICER	Na	yes	03/2024	Dec 26, 2017	Mar 26, 2024
DEMARINO, ANTHONY, VINCENT	Svp	Na	no	03/2024	Mar 26, 2024	Mar 26, 2024
MATHEWS, KENT, CHARLES	Evp	Na	no	03/2024	Mar 26, 2024	Mar 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
COMMERCE BROKERAGE SERVICES, INC.	n/a	Former SEC adviser	$650M	N	yes	n/a
COMMERCE BANK	n/a	n/a	n/a	Y	no	n/a
L.J. HART AND COMPANY	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
ST. LOUIS	Mo	United States	21	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 13, 2026	$2.5B	$2.5B	34	34	1	n/a	n/a
2024	Mar 28, 2025	$2.6B	$2.6B	35	35	1	n/a	n/a
2023	Mar 26, 2024	$2.7B	$2.7B	36	36	1	n/a	n/a
2022	Mar 13, 2023	$2.6B	$2.6B	36	36	1	n/a	n/a
2021	Mar 28, 2022	$2.9B	$2.9B	37	37	1	n/a	n/a
2020	Mar 30, 2021	$3.1B	$3.1B	36	36	2	n/a	n/a
2019	Mar 16, 2020	$2.8B	$2.8B	35	35	2	n/a	n/a
2018	Mar 18, 2019	$2.6B	$2.6B	37	37	2	n/a	n/a
2017	Mar 29, 2018	$2.5B	$2.5B	37	37	2	n/a	n/a
2016	Mar 22, 2017	$2.5B	$2.5B	36	36	n/a	n/a	n/a
2015	Mar 29, 2016	$2.3B	$2.3B	35	35	n/a	n/a	n/a
2014	Mar 25, 2015	$2.2B	$2.2B	37	37	n/a	n/a	n/a
2013	Mar 26, 2014	$1.9B	$1.9B	37	37	n/a	n/a	n/a
2012	Mar 5, 2013	$1.9B	$1.9B	39	39	n/a	n/a	n/a
2011	Mar 27, 2012	$1.7B	$1.7B	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.5B	$2.6B	-4.0%	$2.6B	-0.2%	34	35	1	1

Relationships

Affiliated with (2)

→ COMMERCE BROKERAGE SERVICES, INCRegistered adviserbroker-dealer, common control
factForm ADV
← COMMERCE BROKERAGE SERVICES, INCRegistered adviserother investment adviser, common control
factForm ADV

Owns (2)

← MATHEWS, KENT, CHARLESOwnerEVP, ownership code NA, individual
Mar 26, 2024 to Mar 26, 2024factForm ADV
← DEMARINO, ANTHONY, VINCENTOwnerSVP, ownership code NA, individual
Mar 26, 2024 to Mar 26, 2024factForm ADV

Controls (8)

← BOLIN, JEFFREY, LAWRENCEOwnerVP TREASURER, ownership code NA, individual
Mar 27, 2012 to Mar 26, 2024factForm ADV
← SPIDLE, LAURA, CAMILLEOwnerSVP/CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Dec 26, 2017 to Mar 26, 2024factForm ADV
← SCHUETTER, WILLIAM, RUSSELLOwnerDIRECTOR/PRESIDENT/COO/CFO, ownership code NA, individual
Mar 27, 2012 to Mar 26, 2024factForm ADV
← MCCONKEY, TARA, CATHLEEN-MARIEOwnerDIRECTOR, ownership code NA, individual
Jun 30, 2023 to Mar 26, 2024factForm ADV
← HAGEE, DAVID, MOwnerDIRECTOR/EVP/CIO, ownership code NA, individual
Dec 20, 2021 to Mar 26, 2024factForm ADV
← CBI - KANSAS, INC.OwnerSHAREHOLDER, ownership code E, domestic entity
Mar 27, 2012 to Mar 26, 2024factForm ADV
← COMMERCE BANCSHARES, INC.OwnerSHAREHOLDER, ownership code E, domestic entity
Mar 27, 2012 to Mar 26, 2024factForm ADV
← COMMERCE BANKOwnerSHAREHOLDER, ownership code E, domestic entity
Mar 27, 2012 to Mar 26, 2024factForm ADV

Dated events

Occurred
Jun 30, 2023
Control person left
Landers J.-J. Carnal (Director/President) no longer on Schedule A of Commerce Investment Advisors, Inc. (listed 2023-03-13, absent 2023-06-30)
Form ADVobserved 4 days ago
Occurred
Jun 30, 2023
Control person left
Lowell Bruce Talen (Director) no longer on Schedule A of Commerce Investment Advisors, Inc. (listed 2023-03-13, absent 2023-06-30)
Form ADVobserved 4 days ago
Occurred
Jun 30, 2023
Control person joined
Cathleen-Marie Tara Mcconkey (Director) appeared on Schedule A of Commerce Investment Advisors, Inc.
Form ADVobserved 4 days ago
Occurred
Apr 18, 2022
Control person left
R Matthew Salamon (Svp/Clo) no longer on Schedule A of Commerce Investment Advisors, Inc. (listed 2022-03-28, absent 2022-04-18)
Form ADVobserved 4 days ago
Occurred
Dec 20, 2021
Control person joined
M David Hagee (Svp Cio) appeared on Schedule A of Commerce Investment Advisors, Inc.
Form ADVobserved 4 days ago
Occurred
Dec 20, 2021
Control person joined
Lowell Bruce Talen (Director) appeared on Schedule A of Commerce Investment Advisors, Inc.
Form ADVobserved 4 days ago
Occurred
Apr 29, 2021
Control person left
Mary Cathleen Arshadi (Director/Svp/Treasurer) no longer on Schedule A of Commerce Investment Advisors, Inc. (listed 2021-03-30, absent 2021-04-29)
Form ADVobserved 4 days ago
Occurred
May 15, 2019
Control person left
Koeneman John Handy (Director) no longer on Schedule A of Commerce Investment Advisors, Inc. (listed 2019-03-18, absent 2019-05-15)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:941fe6f8-8dbd-8482-d99f-e4e0e589a3a1
First observed: Mar 27, 2012
Last observed: Mar 13, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

COMMERCE INVESTMENT ADVISORS, INC.

CRD 104705

KANSAS CITY, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:941fe6f8-8dbd-8482-d99f-e4e0e589a3a1

Data as of Mar 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:34 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOLIN, JEFFREY, LAWRENCE

VP TREASURER

yes

03/2024

Mar 27, 2012

Mar 26, 2024

CBI - KANSAS, INC.

Shareholder

yes

06/1996

Mar 27, 2012

Mar 26, 2024

COMMERCE BANCSHARES, INC.

Shareholder

yes

06/1992

Mar 27, 2012

Mar 26, 2024

COMMERCE BANK

Shareholder

yes

01/2001

Mar 27, 2012

Mar 26, 2024

HAGEE, DAVID, M

DIRECTOR/EVP/CIO

yes

03/2024

Dec 20, 2021

Mar 26, 2024

MCCONKEY, TARA, CATHLEEN-MARIE

Director

yes

06/2023

Jun 30, 2023

Mar 26, 2024

SCHUETTER, WILLIAM, RUSSELL

DIRECTOR/PRESIDENT/COO/CFO

yes

06/2017

Mar 27, 2012

Mar 26, 2024

SPIDLE, LAURA, CAMILLE

SVP/CHIEF COMPLIANCE OFFICER

yes

03/2024

Dec 26, 2017

Mar 26, 2024

DEMARINO, ANTHONY, VINCENT

Svp

03/2024

Mar 26, 2024

MATHEWS, KENT, CHARLES

Evp

03/2024

Mar 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

COMMERCE BROKERAGE SERVICES, INC.

n/a

Former SEC adviser

$650M

yes

n/a

COMMERCE BANK

n/a

L.J. HART AND COMPANY

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

ST. LOUIS

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 13, 2026

$2.5B

n/a

2024

Mar 28, 2025

$2.6B

n/a

2023

Mar 26, 2024

$2.7B

n/a

2022

Mar 13, 2023

$2.6B

n/a

2021

Mar 28, 2022

$2.9B

n/a

2020

Mar 30, 2021

$3.1B

n/a

2019

Mar 16, 2020

$2.8B

n/a

2018

Mar 18, 2019

$2.6B

n/a

2017

Mar 29, 2018

$2.5B

n/a

2016

Mar 22, 2017

$2.5B

n/a

2015

Mar 29, 2016

$2.3B

n/a

2014

Mar 25, 2015

$2.2B

n/a

2013

Mar 26, 2014

$1.9B

n/a

2012

Mar 5, 2013

$1.9B

n/a

2011

Mar 27, 2012

$1.7B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.5B

$2.6B

-4.0%

$2.6B

-0.2%