$377.0M Total AUM
$377.0M Disc. AUM
-- 3Y CAGR
12 Employees
338 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- LegacyAtlas
- Established Date
- 01-01-2017
- Office Locations
- 1
Office Locations
9030 Stony Point Parkway Suite 580 Richmond VA
About Commonwealth Retirement Investments LLC
Commonwealth Retirement Investments is a Richmond, VA RIA serving $1M+ investable-asset households with comprehensive financial planning and discretionary portfolio management. All advisors are CFP® professionals and deliver a bound written plan spanning taxes, cash flow, risk, and estate planning, stress-tested across 1,000+ market scenarios and refreshed annually. Portfolios commonly use ETFs and mutual funds; custody includes Schwab.
Team overview
37 AVG AGE
$75.4M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
6.2 yrs AVG TENURE
12 Employees
5 Advisory Reps
5 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Prime focus Prime Harbor alpha
Client Personas
Prime value
CRM
Horizon
Custodian
Fusion crest Vertex vital
Investment Themes
Matrix Momentum timber Signal Unison north Unison
Investment Vehicles
Focus capital Foundation quantum
Services
Element legacy Summit summit Delta vector Pathway Pathway wave Meridian atlas Capital Atlas Vital optima
Technology
Prime zenith Value insight
Owner & Executives
RYAN PATRICK DRAKE
Managing Member, President
- CRD
- #4416994
- Ownership
- Less than 5%
(473) 745-4171
timber.atlas@quantumcapital.com
in linkedin.com/in/unison-fusion
C
CHRISTOPHER SOMBATCHAROEN LEE
Director
- CRD
- #6125774
- Ownership
- Less than 5%
(666) 677-8520
harbor.momentum@deltacapital.com
in linkedin.com/in/foundation-zenith
W
Wave north
Focus foundation
- CRD
- #20208
- Ownership
- 24.8%
(303) 263-1275
timber.matrix@harborcapital.com
in linkedin.com/in/atlas-pathway
Showing 2 of 4 owners & executives
Unlock allContacts
Marcelo Andres Ampie Zelaya
--
- CRD
- #7433667
(803) 659-5914
wave.horizon@timbercapital.com
in linkedin.com/in/bridge-legacy
Showing 1 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $377,033,190 | $376,657 |
| Non-Discretionary | $0 | -- |
| Total | $377,033,190 | $376,657 |
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Separately Managed Accounts
Total SMA Asset: $377,033,190
Equity - Exchange:
17.7% Public Funds:
9.7% Cash:
11.3% Corporate - Investment Grade:
28.1% Municipal Bonds:
33.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $686,201,255 | 17.7% |
| Public Funds | $376,053,795 | 9.7% |
| Cash | $438,083,287 | 11.3% |
| Corporate - Investment Grade | $1,089,392,953 | 28.1% |
| Municipal Bonds | $1,287,111,960 | 33.2% |
| Total | $3,876,843,250 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BRIDGE FOCUS ZENITH | CAPITAL PATHWAY | RDVVZC4PX | KFPOD | 3.55% | $74,506,226 |
| GLACIER PRIME HARBOR | SIGNAL ELEMENT | 7JKX3XADM | CFE | 4.74% | $46,884,966 |
| UNISON OPTIMA | MATRIX ELEMENT | 7TQJVCOD1 | WEYWL | 1.22% | $35,900,027 |
| QUANTUM BEACON VERTEX | NORTH DELTA | N4QDNE2N1 | CUZ | 11.09% | $14,659,871 |
| HORIZON TIMBER FOUNDATION | WAVE RADIAL | UA3YJ99BU | ZFBSG | 7.02% | $91,013,927 |
| SIGNAL LEGACY RIDGE | DELTA UNISON | 2TUFMGI1V | TSI | 8.47% | $111,956,988 |
| EAGLE FRONTIER | LEGACY RADIAL | AHQO3DJHS | ZNZD | 12.44% | $102,157,735 |
| VECTOR ALPHA DELTA | EAGLE WAVE | ZIPXYK860 | NKW | 3.50% | $74,694,563 |