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.

Firm class

independent wealth managerderivedprivate_client_share=0.92 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=5.0

Regulatory AUM

$204MItem 5.F on the latest filing (2026-07-02); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$173M

Private client RAUM

$188MderivedItem 5.D individuals plus high net worth individuals

Private client share

92%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$40.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

5

Offices

3Schedule D 1.F, beyond the principal office

Accounts

1,388

Individual clients

857

High net worth clients

46

SEC number

801-135471

CRD

337704

Filings on the tape

2

First filed

Mar 19, 2026

Latest filed

Jul 2, 2026

Organised

Limited Liability Company, MO

Website

commercialtrustfs.com

• Occurred

  May 6, 2026
  Team lift-out

  5 advisors left Convergence Financial (Columbia, MO) for Commercial Trust Financial Services on the same day

  Form ADVobserved 4 days ago
  5 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c0e28ba9-e9c3-d77e-326d-31e880994d94

First observed

Mar 19, 2026

Last observed

Jul 2, 2026 2 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.