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- Custodian
- American Funds · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-22-2023
- Office Locations
- 4
Office Locations
About Commonwealth Financial Services
Commonwealth Financial Services is a fiduciary advisory firm serving individuals, families, and small businesses across West Virginia and Ohio. The team delivers comprehensive financial and retirement planning and ongoing investment management with a disciplined, risk-tolerance-driven approach, plus estate, tax, and insurance planning. Clients include business owners, pre-retirees/retirees, and oil & gas landowners. Uses Orion and eMoney; eight advisors include six CFP professionals.
Reported data analysis
What the numbers show
Between October 22, 2025 and August 24, 2026, reported AUM increased 28.4%, from $774.8M to $994.7M.
Across 4 reported observations, AUM increased 86.6% between June 26, 2023 and August 24, 2026, from $533.2M to $994.7M.
Of the latest reported AUM, 98.2% is discretionary and 1.8% is non-discretionary.
The firm reports 13 advisory representatives and 2,272 clients, or 174.8 clients per representative. That equates to $437.8K in reported AUM per client.
The profile lists 4 reported office locations and 3 years in operation. The source data was last updated on August 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Commonwealth Financial Services record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL CHARLES SEESE
CAO, Co-founder, Co-founder and Financial Advisor – Commonwealth Financial Services, Financial Advisor, General Partner, Owner
- CRD
- #2789645
- Ownership
- 50% but less than 75%
DANIEL LEE SPURGEON
Chief Investment Officer, Financial Advisor, General Partner, PARTNER
- CRD
- #6293881
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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Derek Bailey
Owner
- CRD
- #7407694
Evan Thomas Brockmeier
Financial Advisor, General Partner
- CRD
- #7733312
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $977,187,375 | $203,921 |
| Non-Discretionary | $17,558,551 | $83,216 |
| Total | $994,745,926 | $198,830 |
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Separately Managed Accounts
SMA allocation detail is available
Commonwealth Financial Services has reported separately managed account data across 10 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Commonwealth Financial Services's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.