C
$204.1M Total AUM
$173.0M Disc. AUM
-- 3Y CAGR
5 Employees
927 ADV. Clients
0 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Vertex
- Established Date
- 03-04-2026
- Office Locations
- 1
Office Locations
119 N Main ST Fayette MO
About Commercial Trust Financial Services
Commercial Trust Financial Services is a Fayette-based RIA. The firm has been operating for 0 years. Managing $204.1M in total assets under management, with 5 advisory representatives. They custody assets with LPL Financial. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
54 AVG AGE
$40.8M AVG AUM / ADVISOR
$220.1K AVG AUM / CLIENT
0.3 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Focus
Client Personas
Ridge harbor Pioneer
Custodian
Ember foundation Matrix ridge
Investment Themes
Alpha capital Matrix harbor Quantum summit Ember
Investment Vehicles
Ridge pathway Horizon Peak
Services
Delta insight Meridian prime Frontier prime Unison Ember eagle Atlas signal Glacier Atlas
Technology
Momentum
Owner & Executives
CAMERON AUSTIN BYRD
Chief Compliance Officer, Financial Advisor
- CRD
- #6157314
- Ownership
- Less than 5%
(684) 489-1875
oak.optima@elementcapital.com
in linkedin.com/in/oak-beacon
KYLE JOSEPH ELLIOTT
Chief Executive Officer
- CRD
- #4059462
- Ownership
- Less than 5%
(356) 959-7338
radial.matrix@frontiercapital.com
in linkedin.com/in/momentum-vital
Showing 2 of 2 owners & executives
Unlock allContacts
A
Austin Francis
Financial Professional
- CRD
- #8037494
(451) 429-6408
alpha.peak@alphacapital.com
in linkedin.com/in/foundation-timber
C
Cole Benjamin Horstmann
Financial Advisor
- CRD
- #7475731
(871) 536-2075
momentum.horizon@harborcapital.com
in linkedin.com/in/oak-zenith
O
Optima ember
Zenith harbor capital
- CRD
- #21241
(437) 229-7928
capital.crest@momentumcapital.com
in linkedin.com/in/matrix-oak
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $172,961,384 | -- |
| Non-Discretionary | $31,099,406 | -- |
| Total | $204,060,790 | -- |
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Separately Managed Accounts
Total SMA Asset: $204,060,790
Equity - Exchange:
10.1% Public Funds:
37.0% Cash:
23.6% Other:
29.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $305,756,836 | 10.1% |
| Public Funds | $1,120,099,301 | 37.0% |
| Cash | $714,441,717 | 23.6% |
| Other | $886,997,555 | 29.3% |
| Total | $3,027,295,409 | 100.0% |