$337.9M Total AUM
$323.3M Disc. AUM
20.1% 3Y CAGR
6 Employees
143 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- SignalFusion +more
- Established Date
- 09-17-2009
- Office Locations
- 1
Office Locations
5050 Poplar Avenue Suite 2020 Memphis TN
About Commerce Advisors, LLC
Commerce Advisors, LLC is a Memphis-based RIA providing financial planning and portfolio management for individuals and entrepreneurs. The firm emphasizes a continual, client-centered review process with clear option-based communication. Portfolios lean on ETFs and public funds alongside fixed income and selective alternatives. Custody through Charles Schwab and Fidelity/NFS.
Team overview
59 AVG AGE
$84.5M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
7.1 yrs AVG TENURE
6 Employees
4 Advisory Reps
3 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Foundation Catalyst Radial frontier Legacy
Client Personas
Pioneer
Custodian
Foundation vertex Foundation north Meridian Vector Insight prime Pioneer Matrix signal
Investment Themes
Frontier Fusion signal
Investment Vehicles
Element Horizon
Platform
Vertex bridge
Services
Quantum Zenith Harbor Legacy Ember peak Matrix Insight vertex Bridge glacier Beacon legacy
Technology
Prime zenith Summit catalyst Quantum
Owner & Executives
J
JOSEPH VINCENT ROBINSON
Chief Compliance Officer, Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
(666) 659-7065
eagle.delta@horizoncapital.com
in linkedin.com/in/vector-element
KURT AUSTIN VOLDENG
Chief Investment Officer, Senior Investment Advisor
- CRD
- #2099561
- Ownership
- Less than 5%
(269) 645-2063
insight.momentum@elementcapital.com
in linkedin.com/in/zenith-zenith
P
Prime unison
Timber glacier summit
- CRD
- #24066
- Ownership
- 34.8%
(953) 387-7413
foundation.horizon@vertexcapital.com
in linkedin.com/in/prime-value
Showing 2 of 3 owners & executives
Unlock allContacts
R
RONALD DOW PARTAIN
Senior Investment Advisor
- CRD
- #2373976
(721) 896-6269
peak.pathway@frontiercapital.com
in linkedin.com/in/wave-legacy
M
MICHAEL EDWARD PERDZOCK
--
- CRD
- #2099576
(618) 845-8863
delta.capital@valuecapital.com
in linkedin.com/in/meridian-ridge
P
Pioneer peak
Optima matrix
- CRD
- #69031
(344) 665-3493
optima.beacon@eaglecapital.com
in linkedin.com/in/radial-bridge
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $323,328,379 | $746,717 |
| Non-Discretionary | $14,522,736 | $2,904,547 |
| Total | $337,851,115 | $771,350 |
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Separately Managed Accounts
Total SMA Asset: $337,851,115
Public Funds:
21.7% Equity - Exchange:
11.3% U.S. Government/Agency:
16.5% Municipal Bonds:
14.2% Cash:
13.1% Other:
23.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $265,604,563 | 21.7% |
| Equity - Exchange | $138,310,210 | 11.3% |
| U.S. Government/Agency | $201,957,387 | 16.5% |
| Municipal Bonds | $173,805,751 | 14.2% |
| Cash | $160,341,925 | 13.1% |
| Other | $283,964,325 | 23.2% |
| Total | $1,223,984,161 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HARBOR WAVE MERIDIAN | DELTA RIDGE | FHNHLCDLN | HTY | 9.10% | $28,406,369 |
| PEAK NORTH FRONTIER | PRIME RIDGE | 0O7GYDWBT | TMTUB | 4.61% | $37,244,254 |
| PRIME GLACIER | HARBOR VALUE | AXEUNO66A | INT | 3.79% | $88,720,595 |
| CATALYST BRIDGE | SUMMIT ELEMENT | HXK7AIG7Q | FPRKL | 1.16% | $83,391,175 |
| CATALYST DELTA DELTA | VITAL FRONTIER | U7S8A8D22 | CNGS | 11.77% | $101,348,077 |
| MERIDIAN UNISON | EAGLE CATALYST | WAZR60R7D | VHTSL | 7.29% | $16,804,938 |
| BRIDGE VECTOR | ATLAS MERIDIAN | E4J9FGR48 | WDKOV | 2.64% | $116,252,660 |
| BEACON ZENITH | VECTOR MERIDIAN | BP1J9QQ9J | XPVN | 2.40% | $98,105,102 |