SourcingSourcing

COMMERCE INVESTMENT ADVISORS, INC.

C30
CRD 104705·SEC 801-60083·KANSAS CITY, MO
AUM
$2.54B
$1B+
Est. Revenue
$25.4M
@ 1% on AUM
Est. EBITDA
$7.6M
@ 30% margin
Est. Deal Value
$60.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COMMERCE INVESTMENT ADVISORS, INC.
CRD
104705
SEC file #
801-60083
EIN
480962626
DBA names
—

Economics

AUM
$2.54B
AUM band
$1B+
AUM trajectory
'20'26
$2.60B → $2.54B▼ -2%
Client mix
Investment Companies9

Operations

Employees (total)
34
Advisory staff (per ADV)
34
Advisory staff (5-yr trend)
'20'26
37 advisors → 34 advisors▼ -8%
Primary office
KANSAS CITY MO
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companies
Fee basis
% of AUM

Filings

Latest ADV filing
03/13/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COMMERCE BANK
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
COMMERCE BANK
BOLIN, JEFFREY, LAWRENCE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
44
Form 5500 Total Compensation
3,730,637
Form 5500 Compensation Trajectory 3y
20252,724,284
20261,006,353
Form 5500 Plan Count Trajectory 3y
202532
202612
Schedule C Total Compensation
3,730,637
Schedule C Service Provider Rows
44

SEC EDGAR

Edgar Cik
0001009076
Edgar Registered
Yes
Edgar Filing Count
118
Edgar First Filing Date
1999-05-13
Edgar Last Filing Date
2026-05-11
Edgar 13f Count
115
Edgar 13f Latest AUM Estimate
Filing Date2026-05-11
Accession0001009076-26-000006
Edgar Former Names
COMMERCE BANK N A/MO

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
POST OFFICE BOX 419248KANSAS CITY, MO 64141-6248
Business
1000 WALNUTKANSAS CITY, MO 64106
Edgar EIN
480962626
Edgar Recent Filings
13F-HR2026-05-11 · 0001009076-26-000006
13F-HR2026-02-13 · 0001009076-26-000003
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (6)

6
JEFFREY LAWRENCE BOLIN
Executive Officer · 2.5%
2294999
HAGEE, DAVID, M
Executive Officer · 2.5%
7478027
MCCONKEY, TARA, CATHLEEN-MARIE
Executive Officer · 2.5%
4546048
WILLIAM RUSSELL SCHUETTER
Executive Officer · 2.5%
4296658
LAURA CAMILLE SPIDLE
Executive Officer · 2.5%
2296143
MATHEWS, KENT, CHARLES
Executive Officer · 2.5%
1530292