Wealth manager, bank-affiliated · Fayette, MO
Commercial Trust Financial Services
Commercial Trust Wealth Management, LLC · SEC-registered investment adviser · CRD 337704 · SEC 801-135471
At a glance
Commercial Trust Financial Services is an SEC-registered investment adviser based in Fayette, Missouri, with $204 million in regulatory assets under management as of its Form ADV filed July 2, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 903 individual clients. By Form ADV it is a wealth manager (bank-affiliated), ranked 5,747th of 8,915 wealth managers and 12,141st of 17,210 SEC-registered advisers by assets.
Main office 660-248-2223commercialtrustfs.comAs filed on Form ADV
- Regulatory AUM
- $204M
- Rank among wealth managers
- #5,747 of 8,915
- Rank among all SEC RIAs
- #12,141 of 17,210
- Rank in Missouri
- #149 of 196
- Individual clients
- 903
- High-net-worth clients
- 46
- Accounts
- 1,388
- Discretionary
- 85% of AUM
- Employees
- 5
- Advisory staff
- 5
- Offices
- 4
Owners and executives on its Form ADV
- Kyle J. ElliottCEO
- Cameron A. ByrdChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Commercial Trust Financial Services is a hybrid RIA: 5 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed July 2026) names LPL Financial as the broker-dealer its advisers are registered with.
Registration as a Broker/Dealer or Broker/Dealer Representative As registered representatives of LPL Financial Cameron Byrd, Kyle Elliot, Austin Francis, Cole Hortsmann, and Jeffrey Kenney accept compensation for the sale of securities.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 46 | $99M | 48% |
| Individuals | 857 | $89M | 44% |
| Charitable organizations | 17 | $7M | 3% |
| Pension and profit sharing plans | 1 | $6M | 3% |
| Corporations or other businesses | 6 | $3M | 2% |
Disciplinary disclosures
Commercial Trust Financial Services reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗commercialtrustfs.com ↗
AtlasMembers
The full record on Commercial Trust Financial Services
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 6,007 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Commercial Trust Financial Services manage?
Commercial Trust Financial Services reports $204 million in regulatory assets under management across 1,388 accounts, 85% of it on a discretionary basis, on its Form ADV filed July 2, 2026.
What kind of firm is Commercial Trust Financial Services?
Commercial Trust Financial Services is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals. It reports a bank or thrift among its related persons.
Who are Commercial Trust Financial Services’s clients?
By assets, its largest client types are high-net-worth individuals ($99 million, 46 clients); individuals ($89 million, 857 clients); charitable organizations ($7 million, 17 clients).
Does Commercial Trust Financial Services have any disciplinary history?
Commercial Trust Financial Services reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Commercial Trust Financial Services’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-02), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →