SourcingSourcing

COMMERCIAL TRUST WEALTH MANAGEMENT, LLC

C28
CRD 337704·SEC 801-135471·FAYETTE, MO
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COMMERCIAL TRUST WEALTH MANAGEMENT, LLC
CRD
337704
SEC file #
801-135471
EIN
—
DBA names
Commercial Trust Financial Services

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
5
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
—
Primary office
FAYETTE MO
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/19/2026
ADV-W filed at
—
Website
commercialtrustfs.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HARRIS TAUBMAN FINANCIAL
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
HARRIS TAUBMAN FINANCIAL
BYRD, CAMERON, AUSTIN
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

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
COMMERCIALTRUSTFS.COM
Rdap Domain Creation Date
2016-07-13T20:13:48Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1813
Soi Zip Pct 200k Plus
0.033
Soi Zip Returns 200k Plus
60
Soi Zip Total AGI
122,863
Fdic Zip Total Deposits
4,235,488,000
Fdic Zip Branch Count
96
Fdic Zip Top Banks
Commercial Trust Company of Fayette
Exchange Bank of Missouri

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
5
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Exchange Bank of MissouriFayette, MO
The Merchants and Farmers Bank of SalisburyFayette, MO
Fdic Zip HHI
5066.49
Fdic Zip Top Bank Share Pct
65.77
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-07-13T20:13:48Z
Rdap Domain Last Changed
2025-07-14T15:16:02Z
Rdap Nameservers
Ns1.siteground.netNs2.siteground.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI5,853
Returns550
Stub 2
AGI18,170
Returns500
Stub 3
AGI14,934
Returns250
Soi Zip Total Business Income
2,300
Soi Zip Total Cap Gains
5,427
Soi Zip Total Dividends
1,596
Soi Zip Total Returns
1820
Trust Company Affiliate
No

People (5)

5
ELLIOTT, KYLE, JOSEPH
IAR · Executive Officer · 2.5%
4059462
BYRD, CAMERON, AUSTIN
IAR · Executive Officer · 2.5%
6157314
Cole Benjamin Horstmann
IAR
7475731
Jeffrey Teel Kenney
IAR
7917633
Austin Francis
IAR
8037494