Commerce Street Peak Advisors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

2,178

Total plan assets

$238.9M

Filings (rows)

Direct comp

$76K

Indirect comp

Showing only "COMMERCE STREET PEAK ADVISORS"

View all 6 variants aggregated →

COMMERCE STREET INVESTMENT ADVISOR18 COMMERCE STREET INVESTMENT ADVISORS8 COMMERCE STREET INV ADV DBA COMMERC3 COMMERCE STREET PEAK ADVISORS3 COMMERCE STREET INVESTMENTS2 COMMERCE STREET INVESTMENT MANAGEME2

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Cornerstone Capital Bank, SSB Cornerstone Capital Bank, SSB 401(k) Plan · all filings	HOUSTON, TX	Advisor / Consultant	1,693	$110.5M	$16K	$0
Independent Bankers Financial Corporation TIB Employee Savings Plan · all filings	FARMERS BRANCH, TX	Advisor / Consultant	236	$68.0M	$24K	$0
Independent Bankers Financial Corporation TIB Employee Savings Plan · all filings	FARMERS BRANCH, TX	Advisor / Consultant	249	$60.4M	$36K	$0