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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Crest
- Established Date
- 12-14-2012
- Office Locations
- 3
Office Locations
About Commons Capital, LLC
Commons Capital is a fee-only Registered Investment Adviser providing private wealth management for individuals and families with complex financial needs. Advisors act as fiduciaries and manage portfolios primarily with ETFs, complemented by mutual funds and high-quality fixed income/cash. Through Fidelity Institutional, accounts have FDIC/SIPC protection plus a Lloyd’s of London supplemental policy; the firm takes no commissions or fee-sharing.
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Owner & Executives
JONATHAN DAVID STRAUS
Chief Compliance Officer, PORTFOLIO MANAGER, Private Wealth Advisor
- CRD
- #2839717
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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NICHOLAS LEE DUTTER
Legal Wealth Advisor
- CRD
- #5365627
ROBERT MICHAEL MANSCHOT
Chief Executive Officer, Principal
- CRD
- #2850270
Frontier summit
Zenith pathway momentum
- CRD
- #19240
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $282,035,799 | $431,247 |
| Non-Discretionary | $25,368,082 | $342,812 |
| Total | $307,403,881 | $422,258 |
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Separately Managed Accounts
Total SMA Asset: $307,403,881
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $424,340,265 | 9.0% |
| Cash | $471,489,183 | 10.0% |
| U.S. Government/Agency | $909,974,123 | 19.3% |
| Public Funds | $1,164,578,282 | 24.7% |
| Corporate - Investment Grade | $839,250,746 | 17.8% |
| Private Funds | $905,259,230 | 19.2% |
| Total | $4,714,891,829 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| LEGACY FRONTIER | PIONEER TIMBER | 3G5N1X4W6 | DYMOC | 3.25% | $15,834,084 |
| PATHWAY CAPITAL MOMENTUM | CAPITAL HARBOR | 9VAEM4Y2Z | EIW | 11.17% | $98,937,949 |
| RADIAL GLACIER FRONTIER | QUANTUM VECTOR | 3L0JDAV5U | FGU | 2.70% | $108,334,504 |
| VERTEX VITAL | RIDGE CREST | YCWTR6VEZ | ADYCE | 6.33% | $56,566,289 |
| FOUNDATION BEACON | OAK SUMMIT | POBQ354YA | KUO | 6.48% | $50,757,872 |
| MOMENTUM TIMBER VERTEX | INSIGHT CREST | KPNI4ZIHV | WEWL | 2.69% | $28,758,560 |
| VALUE ZENITH CAPITAL | SIGNAL HORIZON | D84C260VA | GST | 9.71% | $55,463,306 |
| VERTEX ATLAS | VALUE DELTA | 5GY7M5IKY | TXBA | 0.81% | $1,991,933 |