DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Commerce Investment Advisors, Inc.

Asset manager (funds and pooled vehicles)Kansas City, MissouriCRD 104705SEC 801-60083IAPD
Latest filing Mar 13, 2026
First filing on the tape Mar 27, 2012 · 27 filings
SEC status approved since Apr 3, 2001
RAUM
$2.5B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
34
34 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$2.5B as of Mar 13, 2026
Mar 27, 2012$1.7B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 13, 2026
Mar 27, 20120 then
Employees (5.A)34 as of Mar 13, 2026
Mar 5, 201339 then
Private funds: no history
RAUM -4.0% over the last fiscal year-0.2% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 13, 2026; every figure names its basis
Archetypes, each a printed rule
  • Bank affiliated · Item 7.A.6 or 7.A.7 (bank or trust company affiliate) and a bank, bancorp or trust company as a 50 percent or greater owner on Schedule A
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$282MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived2 offices incl. principal (1.F.5)
RAUM growth, one year
-4.0%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
portfolio management for investment companiesreportedItem 5.G
Ownership
a bank, bancorp or trust company is a 50 percent or greater ownerderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Investment companies$2.5B100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
9reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=3.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • Lawrence Jeffrey Bolin · Vp Treasurercontrol
        since 03/2024 · owns less than 5%
      • M David Hagee · Director/Evp/Ciocontrol
        since 03/2024 · owns less than 5%
      • Cathleen-Marie Tara Mcconkey · Directorcontrol
        since 06/2023 · owns less than 5%
      • Russell William Schuetter · Director/President/Coo/Cfocontrol
        since 06/2017 · owns less than 5%
      • Camille Laura Spidle · Svp/Chief Compliance Officercontrol
        since 03/2024 · owns less than 5%
      • Vincent Anthony Demarino · Svp
        since 03/2024 · owns less than 5%
      • Charles Kent Mathews · Evp
        since 03/2024 · owns less than 5%
      Entity owners
      • Commerce Bank · Shareholder
        direct · owns 75% or more
      • Cbi - Kansas, Inc. · Shareholder
        indirect · owns 75% or more of Commerce Bank
      • Commerce Bancshares, Inc. · Shareholder
        indirect · owns 75% or more of Cbi - Kansas, Inc. · public reporting company
      Related persons
      Schedule D 7.A
      Advisers that list Commerce Investment Advisors, Inc. as a related person
      Offices
      Schedule D 1.F, the 25 largest
      • St. Louis, MO21 employees
      What changed
      consecutive filings, newest first
      • Advisory employees · 35 to 34
        Mar 28, 2025 to Mar 13, 2026
      • BD registered reps · 4 to 3
        Mar 28, 2025 to Mar 13, 2026
      • Employees · 35 to 34
        Mar 28, 2025 to Mar 13, 2026
      • Discretionary RAUM · $2.6B to $2.5B
        Mar 28, 2025 to Mar 13, 2026
      • RAUM · $2.6B to $2.5B
        Mar 28, 2025 to Mar 13, 2026
      • Advisory employees · 36 to 35
        Mar 26, 2024 to Mar 28, 2025
      • Employees · 36 to 35
        Mar 26, 2024 to Mar 28, 2025
      • Financial planning clients · 0 to 0
        Mar 26, 2024 to Mar 28, 2025
      • Discretionary RAUM · $2.7B to $2.6B
        Mar 26, 2024 to Mar 28, 2025
      • RAUM · $2.7B to $2.6B
        Mar 26, 2024 to Mar 28, 2025
      • Accounts · 8 to 9
        Aug 18, 2023 to Mar 26, 2024
      • Advisory employees · 34 to 36
        Aug 18, 2023 to Mar 26, 2024
      • BD registered reps · 0 to 4
        Aug 18, 2023 to Mar 26, 2024
      • Employees · 34 to 36
        Aug 18, 2023 to Mar 26, 2024
      • Discretionary RAUM · $2.6B to $2.7B
        Aug 18, 2023 to Mar 26, 2024
      • RAUM · $2.6B to $2.7B
        Aug 18, 2023 to Mar 26, 2024
      • Related adviser · true to false
        Aug 18, 2023 to Mar 26, 2024
      • Advisory employees · 36 to 34
        Jun 30, 2023 to Aug 18, 2023
      • BD registered reps · 4 to 0
        Jun 30, 2023 to Aug 18, 2023
      • Employees · 36 to 34
        Jun 30, 2023 to Aug 18, 2023
      • State-registered IARs · 1 to 0
        Jun 30, 2023 to Aug 18, 2023
      • Advisory employees · 37 to 36
        Apr 18, 2022 to Mar 13, 2023
      • Employees · 37 to 36
        Apr 18, 2022 to Mar 13, 2023
      • Discretionary RAUM · $2.9B to $2.6B
        Apr 18, 2022 to Mar 13, 2023
      • RAUM · $2.9B to $2.6B
        Apr 18, 2022 to Mar 13, 2023
      • Advisory employees · 36 to 37
        Dec 20, 2021 to Mar 28, 2022
      • Employees · 36 to 37
        Dec 20, 2021 to Mar 28, 2022
      • Other offices · 2 to 1
        Dec 20, 2021 to Mar 28, 2022
      • Discretionary RAUM · $3.1B to $2.9B
        Dec 20, 2021 to Mar 28, 2022
      • RAUM · $3.1B to $2.9B
        Dec 20, 2021 to Mar 28, 2022
      • Advisory employees · 35 to 36
        Mar 16, 2020 to Mar 30, 2021
      • BD registered reps · 3 to 4
        Mar 16, 2020 to Mar 30, 2021
      • Employees · 35 to 36
        Mar 16, 2020 to Mar 30, 2021
      • Discretionary RAUM · $2.8B to $3.1B
        Mar 16, 2020 to Mar 30, 2021
      • RAUM · $2.8B to $3.1B
        Mar 16, 2020 to Mar 30, 2021
      • Advisory employees · 37 to 35
        May 15, 2019 to Mar 16, 2020
      • Employees · 37 to 35
        May 15, 2019 to Mar 16, 2020
      • Discretionary RAUM · $2.6B to $2.8B
        May 15, 2019 to Mar 16, 2020
      • RAUM · $2.6B to $2.8B
        May 15, 2019 to Mar 16, 2020
      • Discretionary RAUM · $2.5B to $2.6B
        Mar 29, 2018 to Mar 18, 2019
      Signals
      8 dated events
      • Cathleen-Marie Tara Mcconkey (Director) appeared on Schedule A of Commerce Investment Advisors, Inc.
        Jun 30, 2023 · Control person joined · fact
      • Landers J.-J. Carnal (Director/President) no longer on Schedule A of Commerce Investment Advisors, Inc. (listed 2023-03-13, absent 2023-06-30)
        Jun 30, 2023 · Control person left · inference
      • Lowell Bruce Talen (Director) no longer on Schedule A of Commerce Investment Advisors, Inc. (listed 2023-03-13, absent 2023-06-30)
        Jun 30, 2023 · Control person left · inference
      • R Matthew Salamon (Svp/Clo) no longer on Schedule A of Commerce Investment Advisors, Inc. (listed 2022-03-28, absent 2022-04-18)
        Apr 18, 2022 · Control person left · inference
      • M David Hagee (Svp Cio) appeared on Schedule A of Commerce Investment Advisors, Inc.
        Dec 20, 2021 · Control person joined · fact
      • Lowell Bruce Talen (Director) appeared on Schedule A of Commerce Investment Advisors, Inc.
        Dec 20, 2021 · Control person joined · fact
      • Mary Cathleen Arshadi (Director/Svp/Treasurer) no longer on Schedule A of Commerce Investment Advisors, Inc. (listed 2021-03-30, absent 2021-04-29)
        Apr 29, 2021 · Control person left · inference
      • Koeneman John Handy (Director) no longer on Schedule A of Commerce Investment Advisors, Inc. (listed 2019-03-18, absent 2019-05-15)
        May 15, 2019 · Control person left · inference
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Principal office phone
      816-234-2000reportedpublic record, Form ADV, Mar 13, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026